Aditya Birla Sun Life Equity Advantage Fund vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹5897 Cr | ₹5737 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 1995 | 24 Feb 1995 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | BSE 250 Large MidCap Index |
Turn Over | 74% | 62% |
Expense Ratio | 1.96 | 1.92 |
Manager | Amar Kalkundrikar | Atul Penkar |
ISIN Code | INF204K01406 | INF209K01165 |
Exits Load | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 3.38% | 3.07% |
6 Month | 2.09% | 1.77% |
1 Year | 5.15% | 1.58% |
3 Year | 25.88% | 18.99% |
5 Year | 26.31% | 20% |
SIP Return Analysis
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 9.68% | 10.92% |
1 Year | 13.27% | 12.05% |
3 Year | 22.72% | 16.22% |
5 Year | 21.56% | 14.31% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 17.86% | 15.48% |
3 Year | 15.48% | 14.6% |
5 Year | 14.72% | 15.24% |
Risk Management
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.54% | 14.72% |
Sharp | 1.31% | 0.84% |
Beta | 0.95% | 1.00% |
Alpha | 5.00% | -1.22% |
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Fund Managers
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Amar Kalkundrikar | Atul Penkar |
Total AUM | ₹19671 Cr | ₹21393 Cr |
Funds Managed | 4 | 3 |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 4.77 | 6.91 |
Large Cap | 55.68 | 134.77 |
Mid Cap | 39.55 | 39.54 |
Small Cap | - | 18.87 |
Sector Allocation
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.01 | 6.91 |
Energy | 5.91 | - |
Industrials | 12.55 | - |
Technology | 10.39 | - |
Healthcare | 6.32 | - |
Basic Materials | 10.46 | - |
Financial Services | 22.43 | - |
Consumer Cyclical | 12 | - |
Utilities | 6.67 | - |
Consumer Defensive | 5.52 | - |
Communication Services | 3.96 | - |
Real Estate | 1.77 | - |
Telecom - Services | - | 6.22 |
Petroleum Products | - | 11.36 |
Electrical Equipment | - | 3.29 |
Industrial Products | - | 4.73 |
IT - Software | - | 13.37 |
Retailing | - | 6.72 |
Cement & Cement Products | - | 4.52 |
Personal Products | - | 2.52 |
Construction | - | 6.96 |
Finance | - | 15.87 |
Diversified FMCG | - | 2.97 |
Pharmaceuticals & Biotechnology | - | 7.91 |
Non - Ferrous Metals | - | 2.6 |
Banks | - | 40.71 |
Chemicals & Petrochemicals | - | 1.21 |
Healthcare Services | - | 2.47 |
Aerospace & Defense | - | 3.86 |
Auto Components | - | 7.07 |
Leisure Services | - | 3.34 |
Power | - | 4.31 |
Automobiles | - | 8.8 |
Transport Services | - | 4.5 |
Insurance | - | 4.87 |
Consumer Durables | - | 6.65 |
Textiles & Apparels | - | 4 |
Beverages | - | 3.29 |
Diversified Metals | - | 1.22 |
Realty | - | 3.01 |
Oil | - | 0.34 |
Food Products | - | 0.56 |
Entertainment | - | 0.2 |
Fertilizers & Agrochemicals | - | 0.82 |
Industrial Manufacturing | - | 0.27 |
Ferrous Metals | - | 1.94 |
Transport Infrastructure | - | 0.7 |
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