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 | 2.52% | 3.3% |
6 Month | 6.1% | 4.66% |
1 Year | 2.57% | 6.55% |
3 Year | 18.97% | 20.19% |
5 Year | 24.36% | 20.93% |
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 | 0.78% | 0.83% |
Beta | 0.91% | 0.9% |
Alpha | -0.4% | -0.11% |
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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 | 7.7 | 4.83 |
Large Cap | 54.06 | 80.57 |
Small Cap | 15.65 | 1.88 |
Mid Cap | 22.59 | 11.95 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 7.7 | 4.83 |
Petroleum Products | 5.75 | 5.78 |
IT - Software | 4.12 | 12.54 |
IT - Services | 1.55 | - |
Finance | 6.65 | 5.17 |
Banks | 21.55 | 21.81 |
Cement & Cement Products | 2.97 | 1.86 |
Leisure Services | 6.36 | - |
Pharmaceuticals & Biotechnology | 5.47 | 2.75 |
Automobiles | 5.75 | 7.64 |
Entertainment | 1.06 | - |
Electrical Equipment | 3.28 | - |
Retailing | 8.02 | 3.97 |
Healthcare Services | 2.42 | - |
Auto Components | 4.37 | - |
Diversified | 3.26 | - |
Transport Services | 3.31 | - |
Industrial Manufacturing | 1.98 | - |
Capital Markets | 2.33 | - |
Insurance | 2.1 | 4.87 |
Construction | - | 4.1 |
Non - Ferrous Metals | - | 2.56 |
Agricultural Food & other Products | - | 1.6 |
Realty | - | 2.47 |
Consumer Durables | - | 4.22 |
Telecom - Services | - | 4.46 |
Power | - | 3.36 |
Transport Infrastructure | - | 2.29 |
Beverages | - | 2.95 |
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