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Nippon India Equity Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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tortoise-icon Nippon India Equity Hybrid Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3897 Cr ₹7465 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 1.86
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 1.55% 1.98%
6 Month -1.31% -0.79%
1 Year 6.12% 5.57%
3 Year 18.76% 15.81%
5 Year 20.76% 18.73%

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 6.03% 6.36%
1 Year 6.46% 6.88%
3 Year 15.2% 14.28%
5 Year 15.81% 13.41%

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 11.44% 16%
3 Year 12.76% 16.05%
5 Year 12.98% 16.41%

Risk Management

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 10.02% 9.7%
Sharp 1.05% 0.8%
Beta 1.1% 1.07%
Alpha 1.5% -0.94%

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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 26.86 23.37
Large Cap 54.13 58.53
Small Cap 8.3 8.55
Mid Cap 11.01 9.49

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 22.81 20.46
Telecom - Services 3.79 3.12
Petroleum Products 3.21 4.33
Electrical Equipment 1.03 1.61
IT - Software 5.76 6.9
Construction 3.11 2.16
Finance 2.87 4.44
Consumer Durables 2.25 2.88
Retailing 1.61 2.36
Diversified FMCG 1.8 1.51
Banks 17.94 19.12
Pharmaceuticals & Biotechnology 3.43 4.56
Cement & Cement Products 0.11 2.29
Healthcare Services 1.89 1.16
Aerospace & Defense 1.09 1.29
Ferrous Metals 2.55 0.3
Capital Markets 1.82 -
Realty 2.38 1.21
Transport Infrastructure 2.51 1.93
Automobiles 4.26 3.85
Insurance 2.19 1.56
Industrial Products 1.14 0.19
Transport Services 1.43 0.5
Beverages 1.89 1.22
Power 3.72 1.05
Leisure Services 1.06 0.37
Financial Technology (Fintech) 0.7 -
Consumable Fuels 0.71 -
Auto Components 0.74 2.53
Industrial Manufacturing 0.45 1.12
Commercial Services & Supplies 0.05 -
Non - Ferrous Metals - 1.06
Chemicals & Petrochemicals - 1.18
Personal Products - 0.91
IT - Services - 0.5
Agricultural Food & other Products - 1.04
Diversified Metals - 0.55
Fertilizers & Agrochemicals - 0.45
Textiles & Apparels - 0.23

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