Aditya Birla Sun Life Equity Advantage Fund vs Nippon India Vision Fund compare

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tortoise-icon Nippon India Vision Fund-Growth Plan-Growth Option

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5403 Cr ₹5872 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 1.86% 2.31%
6 Month 4.09% 0.48%
1 Year 28.49% 17.73%
3 Year 20.99% 9.43%
5 Year 21.37% 15.93%

SIP Return Analysis

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
6 Month - -
1 Year 19.19% 10.67%
3 Year 27.28% 17.54%
5 Year 25.7% 17.45%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
1 Year 18.05% 15.76%
3 Year 15.12% 14.97%
5 Year 14.5% 15.17%

Risk Management

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Standard Deviation 12.43% 13.91%
Sharp 1.26% 0.28%
Beta 0.91% 1.01%
Alpha 1.57% -8.04%

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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 3.11 1.16
Large Cap 55.77 45.34
Mid Cap 41.12 36.85
Small Cap - 16.62

Sector Allocation

Scheme Name

Nippon India Vision Fund-Growth Plan-Growth Option

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Others 3.11 1.16
Petroleum Products 3.47 4.57
Electrical Equipment 4.61 1.04
Industrial Products 1.45 2.33
IT - Software 10.63 5.07
Construction 1.34 5.65
Healthcare Services 2.32 2.38
Banks 13.5 14.29
Automobiles 3.38 1.18
Aerospace & Defense 2.52 2.41
Pharmaceuticals & Biotechnology 6.78 3.62
Chemicals & Petrochemicals 0.69 1.09
Personal Products 2.22 -
Transport Services 2.66 2.69
Capital Markets 0.41 -
Finance 3.46 6.05
Diversified FMCG 1.22 -
Consumer Durables 5.33 3.99
Retailing 2.95 5.36
Diversified Metals 1.66 -
Power 5.96 1.18
Realty 1.59 2.07
Telecom - Services 2.69 1.69
Financial Technology (Fintech) 1.53 -
Auto Components 2.45 10.03
Cement & Cement Products 1.43 2.03
Minerals & Mining 1.07 -
Beverages 1.46 1.05
Ferrous Metals 1.84 1.45
Textiles & Apparels 1.46 3
Insurance 2.19 2.6
Leisure Services 2.62 3.8
Non - Ferrous Metals - 1.08
Industrial Manufacturing - 0.6
Gas - 3.01
Agricultural, Commercial & Construction Vehicles - 1.15
Oil - 1.36
Transport Infrastructure - 0.99

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