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)	₹8599 Cr	₹7731 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	-0.09%	-0.67%
6 Month	13.1%	9.52%
1 Year	1.88%	2.56%
3 Year	14.55%	15.01%
5 Year	21.97%	18.48%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	3.15%	1.71%
1 Year	6.43%	2.61%
3 Year	13.34%	14.08%
5 Year	15.06%	14.29%

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	10.41%	12.63%
3 Year	15.09%	12.49%
5 Year	16.39%	13.73%

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	0.75%	0.82%
Beta	0.9%	0.91%
Alpha	-0.75%	-0.23%

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	3.36	12.95
Large Cap	60.49	77.58
Small Cap	13.64	2.04
Mid Cap	22.51	7.44

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	3.36	4.42
Energy	5.59	5.69
Technology	3.96	13.55
Communication Services	1.07	4.62
Financial Services	32.14	30.55
Basic Materials	3.19	4.82
Consumer Cyclical	22.6	17.14
Healthcare	11.11	2.82
Consumer Defensive	1.73	4.32
Industrials	11.47	6.28
Utilities	3.77	3.38
Real Estate	-	2.4