Aditya Birla Sun Life Equity Advantage Fund vs Nippon India Vision Fund compare
Nippon India Vision Fund-Growth Plan-Growth Option
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Fund | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5353 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 Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Month | -0.28% | 1.56% |
6 Month | -2.23% | -1.6% |
1 Year | 5.43% | 2.19% |
3 Year | 26.07% | 19.47% |
5 Year | 27.31% | 20.99% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
6 Month | 7.36% | 9.39% |
1 Year | 6.61% | 7.09% |
3 Year | 21.48% | 15.31% |
5 Year | 20.86% | 13.83% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage 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 Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.058% | 13.91% |
Sharp | 0.734% | 0.65% |
Beta | 0.953% | 0.99% |
Alpha | 4.157% | -4.72% |
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Fund Managers
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Name | Amar Kalkundrikar | Atul Penkar |
Total AUM | ₹19671 Cr | ₹21393 Cr |
Funds Managed | 4 | 3 |
Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 2.12 | 2.09 |
Large Cap | 57.23 | 51.18 |
Mid Cap | 40.65 | 36.19 |
Small Cap | 0 | 10.58 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 2.12 | 2.09 |
Energy | 5.08 | - |
Industrials | 11.87 | - |
Technology | 15.01 | - |
Healthcare | 8.48 | - |
Basic Materials | 8.1 | - |
Financial Services | 21.39 | - |
Consumer Cyclical | 13.77 | - |
Utilities | 4.18 | - |
Consumer Defensive | 4.91 | - |
Real Estate | 1.15 | - |
Communication Services | 3.95 | - |
Petroleum Products | - | 5.35 |
Electrical Equipment | - | 1.71 |
IT - Software | - | 4.32 |
Retailing | - | 4.74 |
Construction | - | 3.51 |
Finance | - | 10.18 |
Pharmaceuticals & Biotechnology | - | 3.15 |
Non - Ferrous Metals | - | 1.58 |
Banks | - | 15.19 |
Chemicals & Petrochemicals | - | 1.34 |
Healthcare Services | - | 1.57 |
Aerospace & Defense | - | 3.15 |
Auto Components | - | 6.07 |
Leisure Services | - | 3.77 |
Power | - | 2.16 |
Automobiles | - | 2.36 |
Transport Services | - | 2.94 |
Insurance | - | 2.08 |
Industrial Products | - | 3.7 |
Textiles & Apparels | - | 3.14 |
Beverages | - | 2.84 |
Diversified Metals | - | 0.9 |
Realty | - | 1.82 |
Consumer Durables | - | 2.9 |
Telecom - Services | - | 2.09 |
Ferrous Metals | - | 1.91 |
Cement & Cement Products | - | 2.74 |
Transport Infrastructure | - | 0.74 |
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