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) | ₹9632 Cr | ₹24815 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 | -0.96% | 0.2% |
| 6 Month | 3.61% | 6.97% |
| 1 Year | 0.89% | 9.34% |
| 3 Year | 15.43% | 17.62% |
| 5 Year | - | 16.72% |
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 | -0.17% | 3.04% |
| 1 Year | 8.2% | 16.28% |
| 3 Year | 11.92% | 16.84% |
| 5 Year | - | 15.88% |
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 | 14.63% | 15.83% |
| 3 Year | 15.72% | 16.67% |
| 5 Year | - | 16.32% |
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 | 0.75% | 0.85% |
| Beta | 0.95% | 0.96% |
| Alpha | 0.15% | 1.22% |
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 | 8.41 | 5.27 |
| Large Cap | 61.59 | 61.62 |
| Mid Cap | 16.06 | 19.98 |
| Small Cap | 13.94 | 13.13 |
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 | 1.09 | 1.18 |
| Energy | 5.21 | 4.88 |
| Industrials | 13.15 | 9.17 |
| Technology | 10.89 | 10.2 |
| Consumer Cyclical | 16.11 | 14.02 |
| Financial Services | 28.29 | 31.89 |
| Consumer Defensive | 6.9 | 7.5 |
| Healthcare | 5.53 | 7.5 |
| Utilities | 3.51 | - |
| Communication Services | 4.57 | 2.63 |
| Basic Materials | 4.74 | 10.43 |
| Real Estate | - | 0.6 |
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