Aditya Birla Sun Life Equity Hybrid 95 Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Equity Hybrid Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Fund | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3712 Cr | ₹7313 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 08 Jun 2005 | 10 Feb 1995 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 40% | 85% |
Expense Ratio | 1.97 | 1.85 |
Manager | Sushil Budhia | Dhaval Joshi |
ISIN Code | INF204K01FW1 | INF209K01BT5 |
Exits Load | Nippon India Equity Hybrid 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 Hybrid 95 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 Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Month | 1.55% | 1.98% |
6 Month | -1.31% | -0.79% |
1 Year | 6.12% | 5.57% |
3 Year | 18.76% | 15.81% |
5 Year | 20.76% | 18.73% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
6 Month | 6.03% | 6.36% |
1 Year | 6.46% | 6.88% |
3 Year | 15.2% | 14.28% |
5 Year | 15.81% | 13.41% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Year | 11.44% | 16% |
3 Year | 12.76% | 16.05% |
5 Year | 12.98% | 16.41% |
Risk Management
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | 9.02% | 9.21% |
Sharp | 1.04% | 0.76% |
Beta | 1.06% | 1.07% |
Alpha | 2.78% | -0.03% |
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Fund Managers
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Name | Sushil Budhia | Dhaval Joshi |
Total AUM | ₹29447 Cr | ₹361932 Cr |
Funds Managed | 11 | 55 |
Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 26.86 | 23.37 |
Large Cap | 54.13 | 58.53 |
Small Cap | 8.3 | 8.55 |
Mid Cap | 11.01 | 9.49 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 22.81 | 20.46 |
Telecom - Services | 3.79 | 3.12 |
Petroleum Products | 3.21 | 4.33 |
Electrical Equipment | 1.03 | 1.61 |
IT - Software | 5.76 | 6.9 |
Construction | 3.11 | 2.16 |
Finance | 2.87 | 4.44 |
Consumer Durables | 2.25 | 2.88 |
Retailing | 1.61 | 2.36 |
Diversified FMCG | 1.8 | 1.51 |
Banks | 17.94 | 19.12 |
Pharmaceuticals & Biotechnology | 3.43 | 4.56 |
Cement & Cement Products | 0.11 | 2.29 |
Healthcare Services | 1.89 | 1.16 |
Aerospace & Defense | 1.09 | 1.29 |
Ferrous Metals | 2.55 | 0.3 |
Capital Markets | 1.82 | - |
Realty | 2.38 | 1.21 |
Transport Infrastructure | 2.51 | 1.93 |
Automobiles | 4.26 | 3.85 |
Insurance | 2.19 | 1.56 |
Industrial Products | 1.14 | 0.19 |
Transport Services | 1.43 | 0.5 |
Beverages | 1.89 | 1.22 |
Power | 3.72 | 1.05 |
Leisure Services | 1.06 | 0.37 |
Financial Technology (Fintech) | 0.7 | - |
Consumable Fuels | 0.71 | - |
Auto Components | 0.74 | 2.53 |
Industrial Manufacturing | 0.45 | 1.12 |
Commercial Services & Supplies | 0.05 | - |
Non - Ferrous Metals | - | 1.06 |
Chemicals & Petrochemicals | - | 1.18 |
Personal Products | - | 0.91 |
IT - Services | - | 0.5 |
Agricultural Food & other Products | - | 1.04 |
Diversified Metals | - | 0.55 |
Fertilizers & Agrochemicals | - | 0.45 |
Textiles & Apparels | - | 0.23 |
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