Nippon India Equity Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3960 Cr | ₹7368 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 Aggressive Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.12% | 2.53% |
| 6 Month | 6.66% | 6.99% |
| 1 Year | 5.37% | 5.69% |
| 3 Year | 15.29% | 13.58% |
| 5 Year | 19.33% | 16.09% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.89% | 0.25% |
| 1 Year | 8.13% | 7.12% |
| 3 Year | 12.25% | 11.39% |
| 5 Year | 13.62% | 11.23% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.02% | 15.6% |
| 3 Year | 13.01% | 15.9% |
| 5 Year | 13.15% | 16.47% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.02% | 9.21% |
| Sharp | 1.04% | 0.77% |
| Beta | 0.12% | 0.12% |
| Alpha | 8.89% | 6.58% |
Fund Managers
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | 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 Aggressive Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 32.1 | 28.24 |
| Large Cap | 48.52 | 55.11 |
| Small Cap | 8.13 | 7.59 |
| Mid Cap | 11.25 | 9.06 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 23.22 | 21.2 |
| Communication Services | 3.97 | 2.96 |
| Energy | 3.72 | 3.85 |
| Industrials | 9.5 | 8.48 |
| Technology | 7.11 | 7.08 |
| Financial Services | 23.6 | 25.03 |
| Consumer Cyclical | 9.21 | 11.91 |
| Consumer Defensive | 3.45 | 5.2 |
| Healthcare | 4.91 | 5.71 |
| Basic Materials | 3.25 | 5.94 |
| Real Estate | 3.55 | 1.59 |
| Utilities | 4.51 | 1.04 |
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