Aditya Birla Sun Life Equity Advantage Fund vs Nippon India Vision Fund compare
Nippon India Vision Fund-Growth Plan-Growth Option
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Fund | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5353 Cr | ₹5483 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 1995 | 24 Feb 1995 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | BSE 250 Large MidCap Index |
Turn Over | 74% | 62% |
Expense Ratio | 1.96 | 1.9 |
Manager | Amar Kalkundrikar | Atul Penkar |
ISIN Code | INF204K01406 | INF209K01165 |
Exits Load | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Equity Advantage 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 Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Month | -5.81% | -4.97% |
6 Month | -10.79% | -14.9% |
1 Year | 6% | 1.16% |
3 Year | 19.74% | 9.94% |
5 Year | 20.47% | 14.04% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
6 Month | -9.33% | -10.41% |
1 Year | -12.75% | -17.7% |
3 Year | 16.87% | 8.5% |
5 Year | 19.3% | 11.12% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Year | 18.28% | 15.78% |
3 Year | 15.27% | 14.79% |
5 Year | 14.62% | 15.2% |
Risk Management
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.323% | 13.91% |
Sharp | 0.883% | 0.12% |
Beta | 0.938% | 1.01% |
Alpha | 4.431% | -8.44% |
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Fund Managers
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Name | Amar Kalkundrikar | Atul Penkar |
Total AUM | ₹19671 Cr | ₹21393 Cr |
Fund Manage | 4 | 3 |
Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 2.12013 | 2.77223 |
Large Cap | 57.22857 | 48.73969 |
Mid Cap | 40.6513 | 35.76863 |
Small Cap | 0 | 12.71941 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 2.12013 | 1.58214 |
Energy | 5.07553 | 4.62706 |
Industrials | 11.8651 | 13.76664 |
Technology | 15.00971 | 6.93998 |
Healthcare | 8.48269 | 7.68595 |
Basic Materials | 8.10008 | 9.35898 |
Financial Services | 21.39138 | 23.26726 |
Consumer Cyclical | 13.77054 | 22.5866 |
Utilities | 4.18254 | 2.78503 |
Consumer Defensive | 4.90782 | 2.11336 |
Real Estate | 1.14889 | 1.97005 |
Communication Services | 3.94559 | 3.31691 |
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