Nippon India Equity Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Nippon India Equity Hybrid Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Fund | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3712 Cr | ₹7313 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 08 Jun 2005 | 10 Feb 1995 |
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% | 85% |
Expense Ratio | 1.97 | 1.85 |
Manager | Sushil Budhia | Dhaval Joshi |
ISIN Code | INF204K01FW1 | INF209K01BT5 |
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 | Aditya Birla Sun Life Equity Hybrid 95 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 Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Month | 5.18% | 5.47% |
6 Month | -2.43% | -2.07% |
1 Year | 8.43% | 9.2% |
3 Year | 16.25% | 12.66% |
5 Year | 21.63% | 18.78% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
6 Month | 1.32% | 1.38% |
1 Year | -0.43% | -0.96% |
3 Year | 13.66% | 12.3% |
5 Year | 15.04% | 12.45% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Year | 11.83% | 16.33% |
3 Year | 12.47% | 16.28% |
5 Year | 12.93% | 16.39% |
Risk Management
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | 9.02% | 9.21% |
Sharp | 0.83% | 0.47% |
Beta | 1.06% | 1.1% |
Alpha | 2.39% | -1.49% |
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Fund Managers
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Name | Sushil Budhia | Dhaval Joshi |
Total AUM | ₹29447 Cr | ₹361932 Cr |
Funds Managed | 11 | 55 |
Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 27.29 | 23.31 |
Large Cap | 53.88 | 57.59 |
Small Cap | 8.54 | 9.57 |
Mid Cap | 10.59 | 9.42 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 23.08 | 20.45 |
Telecom - Services | 3.64 | 3.06 |
Petroleum Products | 3.02 | 4.05 |
Electrical Equipment | 1.03 | 1.63 |
IT - Software | 6.07 | 7.27 |
Construction | 3.36 | 3.06 |
Finance | 2.99 | 4.63 |
Consumer Durables | 2.01 | 2.87 |
Retailing | 1.49 | 2.44 |
Diversified FMCG | 2.02 | 1.47 |
Banks | 17.18 | 17.76 |
Pharmaceuticals & Biotechnology | 3.6 | 4.55 |
Cement & Cement Products | 0.1 | 2.3 |
Healthcare Services | 1.95 | 1.16 |
Aerospace & Defense | 1.05 | 1.26 |
Ferrous Metals | 2.77 | 0.31 |
Capital Markets | 1.91 | - |
Realty | 2.31 | 1.21 |
Transport Infrastructure | 2.65 | 1.39 |
Automobiles | 4.17 | 4.2 |
Insurance | 1.67 | 1.38 |
Industrial Products | 1.13 | 0.22 |
Transport Services | 1.4 | 0.59 |
Beverages | 1.88 | 1.14 |
Power | 3.83 | 1.09 |
Leisure Services | 1.01 | 0.38 |
Financial Technology (Fintech) | 0.71 | - |
Auto Components | 1.01 | 2.65 |
Consumable Fuels | 0.76 | - |
Industrial Manufacturing | 0.45 | 1.13 |
Commercial Services & Supplies | 0.05 | - |
Non - Ferrous Metals | - | 1.14 |
Chemicals & Petrochemicals | - | 1.6 |
Personal Products | - | 0.85 |
IT - Services | - | 0.54 |
Agricultural Food & other Products | - | 0.91 |
Diversified Metals | - | 0.47 |
Fertilizers & Agrochemicals | - | 0.51 |
Textiles & Apparels | - | 0.22 |
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