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) | ₹4134 Cr | ₹7614 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 | -0.64% | 0.04% |
| 6 Month | 3.14% | 3.13% |
| 1 Year | 2.61% | 3.2% |
| 3 Year | 14.7% | 13.94% |
| 5 Year | 15.9% | 13.22% |
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 | 1.96% | 2.36% |
| 1 Year | 12.67% | 13.2% |
| 3 Year | 13.01% | 12.77% |
| 5 Year | 13.81% | 11.91% |
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% | 14.52% |
| 3 Year | 13.49% | 14.31% |
| 5 Year | 13.04% | 14.76% |
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 | 0.94% | 0.8% |
| Beta | 1.05% | 1.14% |
| Alpha | 2.54% | 1.19% |
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 | 32.62 | 28.19 |
| Large Cap | 48.56 | 55.44 |
| Small Cap | 8.09 | 7.69 |
| Mid Cap | 10.72 | 8.68 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 23.84 | 20.48 |
| Communication Services | 4.2 | 3.15 |
| Energy | 3.79 | 4.09 |
| Industrials | 9.23 | 8.35 |
| Technology | 7.06 | 7.41 |
| Financial Services | 23.41 | 25.67 |
| Consumer Cyclical | 9.08 | 11.58 |
| Consumer Defensive | 3.87 | 5.14 |
| Healthcare | 4.72 | 5.17 |
| Basic Materials | 3.25 | 5.97 |
| Real Estate | 3.46 | 1.55 |
| Utilities | 4.08 | 1.43 |
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