Aditya Birla Sun Life Equity Hybrid 95 Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Equity Hybrid Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
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 | -3.82% | -4.26% |
6 Month | -7.96% | -8.53% |
1 Year | 3.37% | 4.6% |
3 Year | 15.33% | 10.41% |
5 Year | 16.25% | 14.26% |
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 | -6.81% | -6.83% |
1 Year | -8.99% | -9.43% |
3 Year | 11.69% | 9.81% |
5 Year | 14.63% | 11.79% |
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 | 0.67% | 0.38% |
Beta | 1.05% | 1.02% |
Alpha | 2.96% | 0.16% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 27.87078 | 24.75891 |
Large Cap | 51.75744 | 55.81041 |
Small Cap | 9.11909 | 9.97735 |
Mid Cap | 11.25271 | 9.45336 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 26.88064 | 21.35738 |
Communication Services | 3.38063 | 3.1003 |
Energy | 3.70437 | 3.68289 |
Technology | 8.42705 | 9.07526 |
Industrials | 7.9848 | 10.92015 |
Financial Services | 23.52441 | 21.43423 |
Consumer Cyclical | 8.44954 | 12.15979 |
Consumer Defensive | 4.27464 | 5.23374 |
Healthcare | 5.9902 | 5.67669 |
Basic Materials | 2.48618 | 5.14326 |
Real Estate | 1.37893 | 1.21235 |
Utilities | 3.51863 | 1.00399 |
Top Comparisons
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns19.77%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns20.91%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.19%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.33%
Franklin India Balanced Advantage Fund- Growth
3Y Returns0%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns12.48%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.11%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.51%