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

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Nippon India Focused 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 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)	₹8712 Cr	₹8062 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

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	0.94%	2.12%
6 Month	3.75%	6.38%
1 Year	4.7%	6.18%
3 Year	13.6%	15.73%
5 Year	18.83%	16.66%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	3.11%	5.54%
1 Year	15.92%	19.55%
3 Year	13.58%	16.4%
5 Year	14.13%	15.3%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	10.2%	12.33%
3 Year	14.92%	12.7%
5 Year	16.62%	13.94%

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	0.66%	0.79%
Beta	0.9%	0.91%
Alpha	-0.75%	0.65%

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

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	3.68	2.57
Large Cap	62.21	82.97
Mid Cap	18.49	11.68
Small Cap	15.62	2.05

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	3.68	2.57
Petroleum Products	5.56	6.1
IT - Software	4.86	13.41
Finance	7.82	5.83
Banks	24.42	20.5
Cement & Cement Products	3.31	1.91
Leisure Services	5.61	-
Pharmaceuticals & Biotechnology	5.78	2.43
Entertainment	1.28	-
Beverages	3.24	2.62
Electrical Equipment	3.6	-
Retailing	11.16	6.07
Healthcare Services	2.77	-
Diversified	2.56	-
Transport Services	2.63	-
Auto Components	3.86	-
Industrial Manufacturing	1.82	-
Capital Markets	1.9	-
Power	4.14	3.01
Construction	-	4.34
Non - Ferrous Metals	-	3.31
Automobiles	-	5.64
Insurance	-	3.48
Consumer Durables	-	6.06
Agricultural Food & other Products	-	1.82
Realty	-	2.85
Telecom - Services	-	4.4
Transport Infrastructure	-	2.92