Nippon India Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹8553 Cr | ₹7774 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Dec 2006 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 59% | 45% |
Expense Ratio | 1.84 | 1.82 |
Manager | Vinay Sharma | Dhaval Joshi |
ISIN Code | INF204K01GE7 | INF209K01462 |
Exits Load | Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Focused 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 Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | -0.36% | -0.57% |
6 Month | 9.19% | 6.04% |
1 Year | 1.69% | 5.13% |
3 Year | 17.54% | 18.57% |
5 Year | 23.7% | 20.24% |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 10.39% | 9.48% |
1 Year | 13.57% | 13.22% |
3 Year | 16.47% | 18.38% |
5 Year | 17.4% | 17.01% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 10.67% | 12.74% |
3 Year | 14.89% | 12.42% |
5 Year | 16.24% | 13.62% |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 12.79% | 12.25% |
Sharp | 1% | 1.12% |
Beta | 0.92% | 0.89% |
Alpha | -0.94% | 0.33% |
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Fund Managers
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Vinay Sharma | Dhaval Joshi |
Total AUM | ₹14183 Cr | ₹361932 Cr |
Funds Managed | 3 | 55 |
Nippon India Focused Fund - Growth Plan -Growth Option | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 7.67 | 11.8 |
Large Cap | 54.08 | 77.93 |
Small Cap | 15.66 | 1.88 |
Mid Cap | 22.59 | 8.39 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 7.67 | 5.6 |
Energy | 5.75 | 5.78 |
Technology | 4.12 | 12.54 |
Communication Services | 2.61 | 4.46 |
Financial Services | 32.65 | 31.85 |
Basic Materials | 2.97 | 4.42 |
Consumer Cyclical | 22.14 | 15.83 |
Healthcare | 10.26 | 2.75 |
Industrials | 11.84 | 6.39 |
Consumer Defensive | - | 4.55 |
Real Estate | - | 2.47 |
Utilities | - | 3.36 |
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