Aditya Birla Sun Life International Equity Fund vs Nippon India US Equity Opportunites Fund compare
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
---|---|---|
Fund | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹706 Cr | ₹229 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Jul 2015 | 31 Oct 2007 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | GLOBAL 1200 |
Turn Over | 27% | 70% |
Expense Ratio | 2.39 | 2.54 |
Manager | Kinjal Desai | Dhaval Joshi |
ISIN Code | INF204KA12G2 | INF209K01520 |
Exits Load | Nippon India US Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
---|---|---|
1 Month | 2.15% | 5.95% |
6 Month | -0.81% | 16.07% |
1 Year | 16.5% | 29.38% |
3 Year | 14% | 13.44% |
5 Year | 12.79% | 12.05% |
SIP Return Analysis
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
---|---|---|
6 Month | 7.13% | 12.75% |
1 Year | 13.38% | 38.36% |
3 Year | 18.63% | 20.85% |
5 Year | 13.88% | 14.16% |
Rolling Lumpsum Returns
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
---|---|---|
1 Year | 17.09% | 9.62% |
3 Year | 14.86% | 10.54% |
5 Year | 14.86% | 9.65% |
Risk Management
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
---|---|---|
Standard Deviation | 15.76% | 14.30% |
Sharp | 0.60% | 0.50% |
Beta | 0.99% | 0.91% |
Alpha | -4.28% | -4.67% |
Fund Managers
Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
---|---|---|
Name | Kinjal Desai | Dhaval Joshi |
Total AUM | ₹81302 Cr | ₹361932 Cr |
Funds Managed | 16 | 55 |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
Market Cap
Scheme Name |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
---|---|---|
Others | 6.86 | 9.9 |
Technology | 27.41 | 29.82 |
Basic Materials | 3.34 | 2.23 |
Communication Services | 17.39 | 9.11 |
Consumer Cyclical | 16.92 | 9.62 |
Healthcare | 11.82 | 8.26 |
Consumer Defensive | 2.34 | 4.11 |
Financial Services | 13.93 | 13.94 |
Industrials | - | 8.33 |
Energy | - | 1.89 |
Utilities | - | 2.79 |
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