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

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tortoise-icon Nippon India Focused Equity Fund -Growth Plan -Growth Option

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

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

Overview

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7875 Cr ₹7354 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 1.86 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

Trailing Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 7.93% 9.52%
6 Month 3.08% 3.21%
1 Year 10.52% 14.24%
3 Year 18.25% 19.07%
5 Year 26.88% 23%

SIP Return Analysis

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 1.72% 2.26%
1 Year -3.99% 0.22%
3 Year 12.12% 15.33%
5 Year 15.4% 15.37%

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 11.09% 12.97%
3 Year 15.06% 12.3%
5 Year 16.01% 13.39%

Risk Management

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 12.79% 12.25%
Sharp 0.56% 0.7%
Beta 0.91% 0.89%
Alpha -0.85% 0.77%

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Fund Managers

Scheme Name Nippon India Focused Equity 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 Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 5.32 1
Large Cap 54.84 83.9
Small Cap 16.3 1.59
Mid Cap 23.54 12.69

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 5.32 1
Petroleum Products 5.42 5.48
IT - Software 4.17 11.91
IT - Services 1.92 -
Finance 9.61 5.46
Banks 21.71 21.84
Cement & Cement Products 3.29 1.9
Leisure Services 5.63 -
Pharmaceuticals & Biotechnology 4.89 3.01
Automobiles 4.99 8.85
Entertainment 1.06 -
Electrical Equipment 2.95 -
Retailing 8.06 3.85
Healthcare Services 2.4 -
Auto Components 4.83 -
Diversified 3.48 -
Transport Services 3.53 -
Industrial Manufacturing 2.13 -
Capital Markets 1.92 -
Insurance 2.69 5.32
Construction - 4.48
Non - Ferrous Metals - 2.77
Agricultural Food & other Products - 2.42
Realty - 2.79
Consumer Durables - 4.14
Telecom - Services - 5.22
Power - 3.8
Transport Infrastructure - 1.99
Beverages - 2.95

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