Aditya Birla Sun Life Focused Equity Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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) | ₹8788 Cr | ₹8055 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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | -1.65% | -3.59% |
6 Month | 10.42% | 6.03% |
1 Year | -0.69% | -0.17% |
3 Year | 15.28% | 16.05% |
5 Year | 23.35% | 19.02% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 6.44% | 2.86% |
1 Year | 10.38% | 3.82% |
3 Year | 15.65% | 15.7% |
5 Year | 16.75% | 15.48% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 10.41% | 12.63% |
3 Year | 15.09% | 12.49% |
5 Year | 16.39% | 13.73% |
Risk Management
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 | 1% | 1.12% |
Beta | 0.92% | 0.89% |
Alpha | -0.94% | 0.33% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 6.12 | 13.4 |
Large Cap | 57.35 | 75.86 |
Small Cap | 13.82 | 2.05 |
Mid Cap | 22.71 | 8.69 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 6.12 | 4.23 |
Energy | 5.91 | 5.89 |
Technology | 4.11 | 13.86 |
Communication Services | 1.21 | 4.66 |
Financial Services | 31.62 | 31.19 |
Basic Materials | 3.23 | 4.64 |
Consumer Cyclical | 22.27 | 16.8 |
Healthcare | 10.27 | 2.65 |
Industrials | 11.95 | 6.19 |
Utilities | 3.31 | 3.25 |
Consumer Defensive | - | 4.2 |
Real Estate | - | 2.43 |
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