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 Risk | Very High Risk |
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 | -1.58% | -1.69% |
6 Month | -11.74% | -7.42% |
1 Year | 4.66% | 6.34% |
3 Year | 11.94% | 12.53% |
5 Year | 17.18% | 14.69% |
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 | -8.43% | -4.86% |
3 Year | 11.16% | 13.98% |
5 Year | 16.68% | 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 | 0.37% | 0.48% |
Beta | 0.97% | 0.92% |
Alpha | -2.3% | -0.92% |
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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 | 10.21 | 5.17 |
Small Cap | 21.58 | 2.27 |
Large Cap | 48.84 | 79.66 |
Mid Cap | 19.37 | 12.51 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 10.21 | 5.17 |
Cement & Cement Products | 1.77 | 1.74 |
Petroleum Products | 4.25 | 4.8 |
IT - Software | 4.7 | 12.49 |
IT - Services | 2.78 | - |
Finance | 9.02 | 4.67 |
Banks | 22.56 | 23.64 |
Leisure Services | 6.26 | - |
Automobiles | 6.55 | 7.91 |
Diversified FMCG | 3.03 | 1.61 |
Entertainment | 1.71 | - |
Electrical Equipment | 2.28 | - |
Retailing | 4.42 | - |
Healthcare Services | 2.7 | - |
Auto Components | 4.93 | - |
Diversified | 3.97 | - |
Industrial Manufacturing | 2.89 | - |
Consumer Durables | 0.97 | 4.26 |
Capital Markets | 1.92 | - |
Insurance | 3.08 | 5.47 |
Construction | - | 4.42 |
Non - Ferrous Metals | - | 1.7 |
Pharmaceuticals & Biotechnology | - | 4.3 |
Agricultural Food & other Products | - | 2.05 |
Realty | - | 2.5 |
Telecom - Services | - | 5.39 |
Power | - | 4.59 |
Beverages | - | 2.9 |
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