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

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tortoise-icon Nippon India Equity Hybrid Fund - Growth Plan

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

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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) ₹3858 Cr ₹7688 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 1.98 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 -3.48% -3.16%
6 Month -2.17% -3.36%
1 Year 10.63% 11.15%
3 Year 13.26% 10.17%
5 Year 12.18% 13.04%

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 - -
1 Year 3.6% 3.87%
3 Year 15.97% 13.62%
5 Year 17.13% 14.47%

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 11.65% 16.32%
3 Year 12.21% 16.42%
5 Year 12.91% 16.49%

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 0.82% 0.43%
Beta 1.03% 1.01%
Alpha 4.89% 1.29%

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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 24.03 21.41
Small Cap 11.36 14.47
Large Cap 54.73 55.4
Mid Cap 9.88 8.86

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

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

Others 24.03 21.41
Cement & Cement Products 0.07 2.1
Telecom - Services 3.23 3.04
Petroleum Products 3.02 3.52
Industrial Products 1.22 0.44
IT - Software 6.73 8.15
Construction 3.33 3.64
Finance 2.18 3.68
Consumer Durables 2.13 3.49
Retailing 1.48 1.8
Diversified FMCG 2.51 1.61
Banks 15.98 16.22
Pharmaceuticals & Biotechnology 3.79 4.86
Healthcare Services 2.01 1.42
Aerospace & Defense 1.02 1.36
Ferrous Metals 2.62 0.29
Capital Markets 2.74 -
Realty 2.13 1.23
Transport Infrastructure 1.87 1.59
Automobiles 4.53 4.06
Insurance 1.66 0.86
Transport Services 1.19 0.5
Beverages 1.89 1.22
Power 4.02 1.07
Leisure Services 1.08 0.29
Financial Technology (Fintech) 0.73 -
Auto Components 1.29 2.86
Consumable Fuels 0.82 -
Industrial Manufacturing 0.59 1.47
Commercial Services & Supplies 0.11 -
Electrical Equipment - 2.19
Non - Ferrous Metals - 0.89
Chemicals & Petrochemicals - 1.7
Personal Products - 0.88
IT - Services - 0.74
Agricultural Food & other Products - 0.85
Fertilizers & Agrochemicals - 0.48
Textiles & Apparels - 0.23

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