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) | ₹435 Cr | ₹2056 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 | -1.35% | -1.05% |
6 Month | 2.47% | 2.91% |
1 Year | 5.39% | 6.11% |
3 Year | 7.05% | 6.77% |
5 Year | 5.04% | 5.68% |
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 | -0.11% | 0.38% |
1 Year | 4.04% | 5.22% |
3 Year | 6.64% | 7.1% |
5 Year | 6.06% | 6.35% |
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 | 8.18% | 9.35% |
3 Year | 7.76% | 8.14% |
5 Year | 7.94% | 8.38% |
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 | 2.15% | 2.14% |
Sharp | 0.43% | 0.26% |
Beta | 1.10% | 1.12% |
Alpha | -0.64% | -1.02% |
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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