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Aditya Birla Sun Life Focused Equity Fund vs Nippon India Focused Equity Fund compare

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tortoise-icon Nippon India Focused Equity Fund -Growth Plan -Growth Option

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

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

Overview

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7875 Cr ₹7354 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Dec 2006 24 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 59% 45%
Expense Ratio 1.86 1.82
Manager Vinay Sharma Dhaval Joshi
ISIN Code INF204K01GE7 INF209K01462
Exits Load Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Aditya Birla Sun Life Focused 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 Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 5.56% 5.45%
6 Month -11.71% -10.59%
1 Year 6.96% 7.2%
3 Year 11.88% 12.66%
5 Year 28.54% 24.18%

SIP Return Analysis

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month -3.17% -3.29%
1 Year -7.62% -4.63%
3 Year 12.2% 15.02%
5 Year 16.4% 15.85%

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 11.09% 12.97%
3 Year 15.06% 12.3%
5 Year 16.01% 13.39%

Risk Management

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 12.79% 12.25%
Sharp 0.43% 0.46%
Beta 0.91% 0.9%
Alpha -0.32% 0.01%

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Fund Managers

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Vinay Sharma Dhaval Joshi
Total AUM ₹14183 Cr ₹361932 Cr
Funds Managed 3 55
Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 6.92 4.67
Large Cap 54.78 81.62
Small Cap 16.84 1.83
Mid Cap 21.46 11.89

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 6.92 1.69
Energy 5.08 5.44
Technology 5.5 12.97
Communication Services 3.12 5.53
Financial Services 36.38 31.57
Basic Materials 3.18 4.15
Consumer Cyclical 20.65 16.44
Healthcare 7.25 3.5
Industrials 11.91 4.58
Consumer Defensive - 7.52
Real Estate - 2.79
Utilities - 3.83

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