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 | 3.06% | 2.73% |
6 Month | -1.12% | -1.41% |
1 Year | 7.67% | 8.05% |
3 Year | 15.11% | 10.98% |
5 Year | 20.91% | 17.99% |
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 | 1.88% | 1.48% |
1 Year | 0.52% | -0.84% |
3 Year | 14.85% | 13.02% |
5 Year | 16.02% | 13.11% |
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 | 11.83% | 16.33% |
3 Year | 12.47% | 16.28% |
5 Year | 12.93% | 16.39% |
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 | 0.6% | 0.2% |
Beta | 1.06% | 1.1% |
Alpha | 2.93% | -1.23% |
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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 | 28.85 | 25.08 |
Large Cap | 51.29 | 56.45 |
Small Cap | 8.96 | 9.32 |
Mid Cap | 10.9 | 9.12 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 27.87 | 21.92 |
Communication Services | 3.41 | - |
Energy | 3.67 | - |
Technology | 7.87 | - |
Industrials | 7.56 | - |
Financial Services | 24.19 | - |
Consumer Cyclical | 8.17 | - |
Consumer Defensive | 3.96 | - |
Healthcare | 5.77 | - |
Basic Materials | 2.75 | - |
Real Estate | 1.27 | - |
Utilities | 3.51 | - |
Petroleum Products | - | 3.72 |
Electrical Equipment | - | 1.59 |
IT - Software | - | 7.91 |
Retailing | - | 2.43 |
Construction | - | 2.97 |
Diversified FMCG | - | 1.48 |
Non - Ferrous Metals | - | 1.11 |
Banks | - | 16.91 |
Pharmaceuticals & Biotechnology | - | 4.46 |
Industrial Manufacturing | - | 1.13 |
Healthcare Services | - | 1.09 |
Auto Components | - | 2.71 |
Cement & Cement Products | - | 2.11 |
Realty | - | 1.26 |
Consumer Durables | - | 2.97 |
Chemicals & Petrochemicals | - | 1.62 |
Automobiles | - | 4.3 |
Personal Products | - | 0.77 |
Finance | - | 4.42 |
IT - Services | - | 0.57 |
Insurance | - | 1.23 |
Transport Infrastructure | - | 1.59 |
Agricultural Food & other Products | - | 0.91 |
Diversified Metals | - | 0.42 |
Power | - | 1.03 |
Fertilizers & Agrochemicals | - | 0.44 |
Aerospace & Defense | - | 1.07 |
Industrial Products | - | 0.21 |
Telecom - Services | - | 3.09 |
Transport Services | - | 0.54 |
Ferrous Metals | - | 0.24 |
Leisure Services | - | 0.42 |
Beverages | - | 1.1 |
Textiles & Apparels | - | 0.23 |
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