Aditya Birla Sun Life Income Fund vs Nippon India Income Fund compare
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹418 Cr | ₹2165 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 1998 | 21 Oct 1995 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium to Long Duration Debt Index A-III | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.52 | 1.16 |
| Manager | Vivek Sharma | Dhaval Joshi |
| ISIN Code | INF204K01CL1 | INF209K01579 |
| Exits Load | Nippon India Income Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.23% | - |
| 6 Month | 0.99% | 1.05% |
| 1 Year | 4.94% | 5.1% |
| 3 Year | 6.55% | 6.63% |
| 5 Year | 4.88% | 5.29% |
SIP Return Analysis
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.51% | 0.33% |
| 1 Year | 2.8% | 2.81% |
| 3 Year | 5.89% | 6.06% |
| 5 Year | 5.89% | 5.94% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.2% | 7.48% |
| 3 Year | 7.39% | 7.36% |
| 5 Year | 7.75% | 7.92% |
Risk Management
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 2.41% | 2.29% |
| Sharp | -0.03% | 0.04% |
| Beta | 1.22% | 1.16% |
| Alpha | -1.52% | -1.29% |
Fund Managers
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Name | Vivek Sharma | Dhaval Joshi |
| Total AUM | ₹39796 Cr | ₹361932 Cr |
| Funds Managed | 12 | 55 |
| Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.3%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.64%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns14.48%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns34.09%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns21.57%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns14.4%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%