Nippon India Income Fund vs Aditya Birla Sun Life Income Fund compare
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹418 Cr | ₹2165 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 1998 | 21 Oct 1995 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium to Long Duration Debt Index A-III | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.52 | 1.16 |
| Manager | Vivek Sharma | Dhaval Joshi |
| ISIN Code | INF204K01CL1 | INF209K01579 |
| Exits Load | Nippon India Income Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.53% | 0.29% |
| 6 Month | 0.89% | 1% |
| 1 Year | 5.06% | 5.25% |
| 3 Year | 6.62% | 6.7% |
| 5 Year | 4.87% | 5.28% |
SIP Return Analysis
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.59% | 0.56% |
| 1 Year | 2.64% | 2.98% |
| 3 Year | 5.82% | 6.1% |
| 5 Year | 5.85% | 5.96% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.2% | 7.48% |
| 3 Year | 7.39% | 7.36% |
| 5 Year | 7.75% | 7.92% |
Risk Management
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 2.11% | 2.15% |
| Sharp | -0.18% | -0.17% |
| Beta | 1.07% | 1.13% |
| Alpha | -0.32% | -0.3% |
Fund Managers
| Scheme Name | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Name | Vivek Sharma | Dhaval Joshi |
| Total AUM | ₹39796 Cr | ₹361932 Cr |
| Funds Managed | 12 | 55 |
| Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
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