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Nippon India Innovation Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Nippon India Innovation Fund - Regular (G)
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Innovation Fund - Regular (G) | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2856 Cr | ₹913 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 29 Aug 2023 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | % | 72% |
| Expense Ratio | 2.01 | 2.4 |
| Manager | Vinay Sharma | Dhaval Joshi |
| ISIN Code | INF204KC1BL9 | INF209KB1T46 |
| Exits Load | Nippon India Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -5.51% | -1.58% |
| 6 Month | -5.36% | 7.08% |
| 1 Year | 5.94% | 16.1% |
| 3 Year | - | 21.19% |
| 5 Year | - | 17.8% |
SIP Return Analysis
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -9.23% | 0.28% |
| 1 Year | -9.17% | 12.83% |
| 3 Year | - | 16.52% |
| 5 Year | - | 16.02% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 5.62% | 12.77% |
| 3 Year | - | 17.99% |
| 5 Year | - | 18.8% |
Risk Management
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 13.56% |
| Sharp | - | 1.02% |
| Beta | - | 0.99% |
| Alpha | - | 2.86% |
Fund Managers
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vinay Sharma | Dhaval Joshi |
| Total AUM | ₹14183 Cr | ₹361932 Cr |
| Funds Managed | 3 | 55 |
| Nippon India Innovation Fund - Regular (G) | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 12.95 | 19.99 |
| Large Cap | 44.27 | 48.9 |
| Small Cap | 22.15 | 20.94 |
| Mid Cap | 20.63 | 10.17 |
Sector Allocation
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.73 | 3.75 |
| Energy | 2.64 | 1.85 |
| Industrials | 16.31 | 8.16 |
| Consumer Cyclical | 33.68 | 17.28 |
| Technology | 8.45 | 9.41 |
| Financial Services | 12.74 | 28.32 |
| Healthcare | 6.51 | 5.49 |
| Consumer Defensive | 9.19 | 6.35 |
| Utilities | 2.73 | - |
| Basic Materials | 0 | 9.66 |
| Communication Services | 6.01 | 7.95 |
| Real Estate | - | 1.78 |
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