Nippon India Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Fund | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9098 Cr | ₹22962 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 16 Aug 2021 | 27 Aug 1998 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 69% | 20% |
Expense Ratio | 1.74 | 1.68 |
Manager | Kinjal Desai | Dhaval Joshi |
ISIN Code | INF204KC1097 | INF209K01AJ8 |
Exits Load | Nippon India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Flexi Cap 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 Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Month | 2.92% | 2.31% |
6 Month | 17.33% | 15.82% |
1 Year | -3.94% | 0.11% |
3 Year | 14.87% | 16.59% |
5 Year | - | 20.05% |
SIP Return Analysis
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
6 Month | 4.44% | 3.89% |
1 Year | 10.98% | 12.42% |
3 Year | 14.88% | 16.92% |
5 Year | - | 15.81% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Year | 15.49% | 16.53% |
3 Year | 16.06% | 16.26% |
5 Year | - | 17.18% |
Risk Management
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 13.94% | 12.55% |
Sharp | 0.68% | 0.8% |
Beta | 0.94% | 0.95% |
Alpha | 0.1% | 1.47% |
Fund Managers
Scheme Name | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Name | Kinjal Desai | Dhaval Joshi |
Total AUM | ₹81302 Cr | ₹361932 Cr |
Funds Managed | 16 | 55 |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 8.4 | 5.33 |
Large Cap | 58.69 | 65.38 |
Mid Cap | 16.81 | 16.17 |
Small Cap | 16.09 | 13.11 |
Sector Allocation
Scheme Name |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 4.21 | 2.46 |
Energy | 5.47 | 4.79 |
Industrials | 15.61 | 11.52 |
Technology | 8.82 | 7.92 |
Consumer Cyclical | 15.21 | 12.46 |
Financial Services | 27.76 | 32.29 |
Consumer Defensive | 6.33 | 7.18 |
Basic Materials | 4.09 | 10.34 |
Healthcare | 5.49 | 7.34 |
Utilities | 3.32 | - |
Communication Services | 2.88 | 3.03 |
Real Estate | 0.8 | 0.67 |
Top Comparisons
ICICI Prudential Value Fund - Growth
3Y Returns21.3%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns16.58%
Franklin India Mid Cap Fund - Growth
3Y Returns20.5%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns13.72%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns14.6%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns15.92%
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns8.94%