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) | ₹726 Cr | ₹274 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Jul 2015 | 31 Oct 2007 |
| Category | Gold | Gold |
| 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 | -0.39% | 0.31% |
| 6 Month | 11.26% | 17.14% |
| 1 Year | 8.47% | 30.47% |
| 3 Year | 19.63% | 15.6% |
| 5 Year | 12.15% | 11.65% |
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 | -2.32% | 3.15% |
| 1 Year | 2.73% | 26.13% |
| 3 Year | 13.68% | 18.92% |
| 5 Year | 11.82% | 13.65% |
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 | 16.79% | 9.84% |
| 3 Year | 15.12% | 10.68% |
| 5 Year | 14.65% | 9.72% |
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 | 16.79% | 13.92% |
| Sharp | 0.11% | -0.13% |
| Beta | 0.82% | 0.03% |
| Alpha | -3.18% | -2.39% |
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 | 5.21 | 2.54 |
| Technology | 28.62 | 28.9 |
| Basic Materials | 2.95 | 2.92 |
| Communication Services | 18.42 | 9.66 |
| Consumer Cyclical | 15.78 | 7.82 |
| Healthcare | 13.47 | 8.16 |
| Consumer Defensive | 2.16 | 4.36 |
| Financial Services | 13.39 | 17.15 |
| Industrials | - | 11.01 |
| Energy | - | 2.25 |
| Utilities | - | 5.23 |
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