Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Equity Hybrid 95 Fund vs Nippon India Equity Hybrid Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Equity Hybrid Fund - Growth Plan

Invest Now

tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund Nippon India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3712 Cr ₹7313 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 08 Jun 2005 10 Feb 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 40% 85%
Expense Ratio 1.97 1.85
Manager Sushil Budhia Dhaval Joshi
ISIN Code INF204K01FW1 INF209K01BT5
Exits Load Nippon India Equity Hybrid 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 Hybrid 95 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 Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month 3.32% 2.58%
6 Month -1.72% -2.04%
1 Year 9.48% 9%
3 Year 15.02% 10.44%
5 Year 21.72% 18.94%

SIP Return Analysis

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month 0.86% 0.27%
1 Year -0.15% -1.84%
3 Year 14.5% 12.49%
5 Year 15.84% 12.85%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 11.83% 16.33%
3 Year 12.47% 16.28%
5 Year 12.93% 16.39%

Risk Management

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 9.02% 9.21%
Sharp 0.6% 0.2%
Beta 1.06% 1.1%
Alpha 2.93% -1.23%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name Sushil Budhia Dhaval Joshi
Total AUM ₹29447 Cr ₹361932 Cr
Funds Managed 11 55
Nippon India Equity Hybrid Fund - Growth Plan Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 28.85 25.08
Large Cap 51.29 56.45
Small Cap 8.96 9.32
Mid Cap 10.9 9.12

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 27.87 21.92
Communication Services 3.41 -
Energy 3.67 -
Technology 7.87 -
Industrials 7.56 -
Financial Services 24.19 -
Consumer Cyclical 8.17 -
Consumer Defensive 3.96 -
Healthcare 5.77 -
Basic Materials 2.75 -
Real Estate 1.27 -
Utilities 3.51 -
Petroleum Products - 3.72
Electrical Equipment - 1.59
IT - Software - 7.91
Retailing - 2.43
Construction - 2.97
Diversified FMCG - 1.48
Non - Ferrous Metals - 1.11
Banks - 16.91
Pharmaceuticals & Biotechnology - 4.46
Industrial Manufacturing - 1.13
Healthcare Services - 1.09
Auto Components - 2.71
Cement & Cement Products - 2.11
Realty - 1.26
Consumer Durables - 2.97
Chemicals & Petrochemicals - 1.62
Automobiles - 4.3
Personal Products - 0.77
Finance - 4.42
IT - Services - 0.57
Insurance - 1.23
Transport Infrastructure - 1.59
Agricultural Food & other Products - 0.91
Diversified Metals - 0.42
Power - 1.03
Fertilizers & Agrochemicals - 0.44
Aerospace & Defense - 1.07
Industrial Products - 0.21
Telecom - Services - 3.09
Transport Services - 0.54
Ferrous Metals - 0.24
Leisure Services - 0.42
Beverages - 1.1
Textiles & Apparels - 0.23

Top Comparisons

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns13.76%

VS

BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

3Y Returns16.6%

Compare Now

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns16.9%

VS

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

3Y Returns17.4%

Compare Now

SBI Magnum Constant Maturity Fund - Regular Plan - Growth SBI Magnum Constant Maturity Fund - Regular Plan - Growth

3Y Returns8.5%

VS

DSP 10Y G-Sec Fund - Regular Plan - Growth DSP 10Y G-Sec Fund - Regular Plan - Growth

3Y Returns8.31%

Compare Now

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns13.95%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.11%

Compare Now
Add to Cart Successfully