Aditya Birla Sun Life Equity Hybrid 95 Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
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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