Axis Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4134 Cr | ₹1575 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 08 Jun 2005 | 09 Aug 2018 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 40% | 0.0% |
| Expense Ratio | 1.97 | 2.16 |
| Manager | Sushil Budhia | R Sivakumar |
| ISIN Code | INF204K01FW1 | INF846K01E90 |
| Exits Load | Nippon India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.11% | -1.05% |
| 6 Month | 3.33% | 2.57% |
| 1 Year | 3.71% | 2.97% |
| 3 Year | 14.58% | 10.95% |
| 5 Year | 15.89% | 10.26% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.96% | 1.63% |
| 1 Year | 12.67% | 10.46% |
| 3 Year | 13.01% | 11.08% |
| 5 Year | 13.81% | 9.94% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.92% | 11.29% |
| 3 Year | 13.53% | 11.23% |
| 5 Year | 13.05% | 12.45% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.02% | 9.90% |
| Sharp | 0.94% | 0.43% |
| Beta | 1.05% | 1.12% |
| Alpha | 2.54% | -2.07% |
Fund Managers
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sushil Budhia | R Sivakumar |
| Total AUM | ₹29447 Cr | ₹9709 Cr |
| Funds Managed | 11 | 10 |
| Nippon India Aggressive Hybrid Fund - Regular - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.92 | 28.63 |
| Large Cap | 48.52 | 54.34 |
| Small Cap | 7.86 | 8.81 |
| Mid Cap | 10.69 | 8.22 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.5 | 23.89 |
| Communication Services | 4.21 | 3.3 |
| Energy | 3.88 | 6.36 |
| Industrials | 9.31 | 8.95 |
| Technology | 7.09 | 8.95 |
| Financial Services | 23.85 | 24.48 |
| Consumer Cyclical | 9.13 | 7.91 |
| Consumer Defensive | 3.82 | 2.59 |
| Healthcare | 4.78 | 6.93 |
| Basic Materials | 3.12 | 2.71 |
| Real Estate | 3.45 | 1.91 |
| Utilities | 3.86 | 2.01 |
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