Nippon India Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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Nippon India Focused Equity Fund -Growth Plan -Growth Option

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7875 Cr	₹7354 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	1.86	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

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	3.71%	1.74%
6 Month	1.71%	-0.53%
1 Year	5.83%	8.2%
3 Year	18.99%	19.7%
5 Year	25.51%	21.67%

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	9.64%	7.31%
1 Year	10.09%	7.89%
3 Year	15.97%	17.25%
5 Year	17.23%	16.37%

Scheme Name	Nippon India Focused Equity 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%

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	12.79%	12.25%
Sharp	0.78%	0.83%
Beta	0.91%	0.9%
Alpha	-0.4%	-0.11%

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Scheme Name	Nippon India Focused Equity 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 Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	6.95	2.82
Large Cap	55.12	82.09
Small Cap	15.13	1.96
Mid Cap	22.8	12.34

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	6.95	2.82
Petroleum Products	5.93	5.85
IT - Software	4.13	11.91
IT - Services	1.47	-
Finance	7.63	5.02
Banks	22.3	22.48
Cement & Cement Products	3.33	1.97
Leisure Services	6.01	-
Pharmaceuticals & Biotechnology	5.44	3.08
Automobiles	4.91	7.36
Entertainment	1.06	-
Electrical Equipment	2.99	-
Retailing	7.9	3.81
Healthcare Services	2.47	-
Auto Components	4.18	-
Diversified	3.5	-
Transport Services	3.4	-
Industrial Manufacturing	2	-
Capital Markets	1.85	-
Insurance	2.55	5.66
Construction	-	4.15
Non - Ferrous Metals	-	2.59
Agricultural Food & other Products	-	2.38
Realty	-	2.74
Consumer Durables	-	4.06
Telecom - Services	-	4.58
Power	-	3.65
Transport Infrastructure	-	1.99
Beverages	-	3.11