Aditya Birla Sun Life Focused Equity Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Equity Fund -Growth Plan -Growth Option
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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% |
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 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 |
Top Comparisons
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns11.22%
UTI Flexi Cap Fund - Growth Option
3Y Returns6.71%
ITI Mid Cap Fund Regular - Growth
3Y Returns21.16%
HSBC Midcap Fund - Regular Growth
3Y Returns18.36%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns6.46%
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
3Y Returns6.56%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.84%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.44%