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Aditya Birla Sun Life Equity Hybrid 95 Fund vs Nippon India Equity Hybrid Fund compare

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tortoise-icon Nippon India Aggressive Hybrid Fund - Regular - Growth

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund Nippon India Aggressive Hybrid Fund - Regular - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹3894 Cr ₹7372 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 1.86
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 Aggressive Hybrid Fund - Regular - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month 1.86% 1.83%
6 Month 13.3% 12.47%
1 Year 1.2% 0.36%
3 Year 15.17% 12.52%
5 Year 18.93% 16.04%

SIP Return Analysis

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month 3.49% 3.38%
1 Year 10.64% 10.2%
3 Year 14.31% 13.49%
5 Year 14.85% 12.46%

Rolling Lumpsum Returns

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 11.23% 15.74%
3 Year 12.93% 16.02%
5 Year 13.05% 16.5%

Risk Management

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 9.02% 9.21%
Sharp 0.93% 0.67%
Beta 0.09% 0.09%
Alpha 8.12% 5.89%

Fund Managers

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth 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 Aggressive Hybrid Fund - Regular - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Aggressive Hybrid Fund - Regular - Growth

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 30.76 28.57
Large Cap 48.89 54.64
Small Cap 8.56 8.29
Mid Cap 11.79 8.5

Sector Allocation

Scheme Name

Nippon India Aggressive Hybrid Fund - Regular - Growth

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 23.82 21.39
Communication Services 3.62 2.97
Energy 3.77 3.86
Industrials 10.28 8.86
Technology 6.31 7.16
Financial Services 24.95 24.83
Consumer Cyclical 7.55 11.16
Consumer Defensive 3.58 4.77
Healthcare 5.19 6.12
Basic Materials 2.81 5.81
Real Estate 3.87 1.53
Utilities 4.25 1.53

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