Aditya Birla Sun Life Focused Equity Fund vs Nippon India Focused Equity Fund compare

Link copied to clipboard!

Nippon India Focused Fund - Growth Plan -Growth Option

Invest Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8887 Cr	₹8211 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	26 Dec 2006	24 Oct 2005
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	59%	45%
Expense Ratio	1.84	1.82
Manager	Vinay Sharma	Dhaval Joshi
ISIN Code	INF204K01GE7	INF209K01462
Exits Load	Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	-1.37%	0.52%
6 Month	2.29%	4.8%
1 Year	5.32%	6.96%
3 Year	13.81%	16.28%
5 Year	17.66%	15.64%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	2.33%	4.83%
1 Year	15.35%	18.68%
3 Year	13.48%	16.11%
5 Year	13.95%	15.06%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	10.1%	12.29%
3 Year	14.89%	12.71%
5 Year	16.65%	13.97%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	12.79%	12.25%
Sharp	0.66%	0.79%
Beta	0.9%	0.91%
Alpha	-0.75%	0.65%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name	Vinay Sharma	Dhaval Joshi
Total AUM	₹14183 Cr	₹361932 Cr
Funds Managed	3	55
	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	7.41	14.12
Large Cap	61.42	76.43
Mid Cap	19.76	7.91
Small Cap	11.41	1.54

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	4.64	3.88
Energy	5.75	6.31
Technology	5.01	14.14
Financial Services	32.96	29.85
Basic Materials	3.08	4.39
Consumer Cyclical	20.04	15.22
Healthcare	10.43	2.58
Communication Services	1.11	4.42
Consumer Defensive	3.26	4.41
Industrials	9.79	9.04
Utilities	3.93	2.87
Real Estate	-	2.89