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) ₹8586 Cr ₹7642 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Dec 2006 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 59% 45%
Expense Ratio 1.84 1.82
Manager Vinay Sharma Dhaval Joshi
ISIN Code INF204K01GE7 INF209K01462
Exits Load Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1%, if redeemed within 90 days./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 4.3% 5.27%
6 Month 23.54% 20.54%
1 Year 28.94% 35.63%
3 Year 17.41% 16.03%
5 Year 24.03% 20.72%

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 - -
1 Year 14.23% 15.15%
3 Year 34.18% 33.2%
5 Year 75.88% 62.4%

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 24.59% 19.79%
3 Year 59.24% 47.91%
5 Year 84.23% 69.28%

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 0.84% 0.75%
Beta 0.94% 0.92%
Alpha 1.85% -1.24%

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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
Fund Manage 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 4.9 3.32
Large Cap 50.73 82.9
Small Cap 21.25 1.84
Mid Cap 23.12 11.95

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 4.25 2.93
Materials 2.94 3.82
Energy 3.95 9.17
Technology 9.53 10.52
Financial 34.67 33.34
Services 12.99 -
Consumer Staples 5 6.37
Automobile 10.28 8.17
Healthcare 3.69 4.04
Diversified 3.89 -
Capital Goods 5.02 -
Consumer Discretionary 1.68 4
Insurance 2.11 2.78
Communication - 5.74
Construction - 9.13

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