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

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Nippon India Focused Equity Fund -Growth Plan -Growth Option

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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

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	2.76%	1.49%
6 Month	-2.89%	-2.67%
1 Year	7.27%	8.26%
3 Year	13.74%	15.22%
5 Year	26.16%	22.28%

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	2.93%	1.86%
1 Year	-1.92%	-0.34%
3 Year	13.81%	16.25%
5 Year	16.74%	16.21%

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%

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	0.4%	0.46%
Beta	0.9%	0.89%
Alpha	-0.69%	-0.05%

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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

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	5.95	1.63
Large Cap	56.47	84.34
Small Cap	16.75	1.58
Mid Cap	20.83	12.27

Scheme Name	Nippon India Focused Equity Fund -Growth Plan -Growth Option	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	5.95	1.63
Energy	5.08	-
Technology	4.75	-
Communication Services	2.89	-
Financial Services	37.63	-
Basic Materials	3.08	-
Consumer Cyclical	21.99	-
Healthcare	7.03	-
Industrials	11.6	-
Petroleum Products	-	5.47
IT - Software	-	12.04
Construction	-	4.3
Diversified FMCG	-	1.49
Non - Ferrous Metals	-	2.73
Banks	-	21.41
Pharmaceuticals & Biotechnology	-	2.93
Automobiles	-	9.16
Insurance	-	5.08
Agricultural Food & other Products	-	2.47
Realty	-	2.79
Consumer Durables	-	3.87
Finance	-	6.62
Telecom - Services	-	5.53
Cement & Cement Products	-	1.77
Power	-	3.77
Retailing	-	3.9
Beverages	-	2.86