Nippon India US Equity Opportunites Fund vs Aditya Birla Sun Life International Equity Fund compare
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
|---|---|---|
| Fund | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹726 Cr | ₹274 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Jul 2015 | 31 Oct 2007 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | GLOBAL 1200 |
| Turn Over | 27% | 70% |
| Expense Ratio | 2.39 | 2.54 |
| Manager | Kinjal Desai | Dhaval Joshi |
| ISIN Code | INF204KA12G2 | INF209K01520 |
| Exits Load | Nippon India US Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life International Equity 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 US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
|---|---|---|
| 1 Month | 3.03% | 3.07% |
| 6 Month | 10.15% | 16.92% |
| 1 Year | 8.95% | 31.48% |
| 3 Year | 21.32% | 15.9% |
| 5 Year | 12.87% | 11.97% |
SIP Return Analysis
| Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
|---|---|---|
| 6 Month | 5.65% | 5.78% |
| 1 Year | 20.65% | 34.06% |
| 3 Year | 18.78% | 21.93% |
| 5 Year | 14.97% | 15.34% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
|---|---|---|
| 1 Year | 16.69% | 9.86% |
| 3 Year | 15.14% | 10.71% |
| 5 Year | 14.64% | 9.73% |
Risk Management
| Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 16.79% | 13.92% |
| Sharp | 0.11% | -0.13% |
| Beta | 0.82% | 0.03% |
| Alpha | -3.18% | -2.39% |
Fund Managers
| Scheme Name | Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
|---|---|---|
| Name | Kinjal Desai | Dhaval Joshi |
| Total AUM | ₹81302 Cr | ₹361932 Cr |
| Funds Managed | 16 | 55 |
| Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option | Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
Market Cap
| Scheme Name |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option |
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan |
|---|---|---|
| Others | 5.21 | 2.54 |
| Technology | 28.62 | 28.9 |
| Basic Materials | 2.95 | 2.92 |
| Communication Services | 18.42 | 9.66 |
| Consumer Cyclical | 15.78 | 7.82 |
| Healthcare | 13.47 | 8.16 |
| Consumer Defensive | 2.16 | 4.36 |
| Financial Services | 13.39 | 17.15 |
| Industrials | - | 11.01 |
| Energy | - | 2.25 |
| Utilities | - | 5.23 |
Top Comparisons
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.11%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.23%
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
Kotak Banking and PSU Debt - Growth
3Y Returns7.47%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.93%
LIC MF Nifty 50 Index Fund-Growth
3Y Returns12.16%
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
3Y Returns15.08%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.07%