Nippon India Equity Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Nippon India Equity Hybrid Fund - Growth Plan
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Fund | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3712 Cr | ₹7313 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 08 Jun 2005 | 10 Feb 1995 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 40% | 85% |
Expense Ratio | 1.97 | 1.85 |
Manager | Sushil Budhia | Dhaval Joshi |
ISIN Code | INF204K01FW1 | INF209K01BT5 |
Exits Load | Nippon India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Equity Hybrid 95 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 Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Month | -2.13% | -2.55% |
6 Month | -6.71% | -7.1% |
1 Year | 5.88% | 6.49% |
3 Year | 13.21% | 8.47% |
5 Year | 12.13% | 12.81% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.39% | -4.86% |
3 Year | 13.07% | 10.7% |
5 Year | 15.65% | 12.77% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
1 Year | 11.83% | 16.33% |
3 Year | 12.47% | 16.28% |
5 Year | 12.93% | 16.39% |
Risk Management
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Standard Deviation | 9.02% | 9.21% |
Sharp | 0.67% | 0.38% |
Beta | 1.05% | 1.02% |
Alpha | 2.96% | 0.16% |
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Fund Managers
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Name | Sushil Budhia | Dhaval Joshi |
Total AUM | ₹29447 Cr | ₹361932 Cr |
Fund Manage | 11 | 55 |
Nippon India Equity Hybrid Fund - Growth Plan | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 24.03 | 21.41 |
Small Cap | 11.36 | 14.47 |
Large Cap | 54.73 | 55.4 |
Mid Cap | 9.88 | 8.86 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 24.03 | 21.41 |
Cement & Cement Products | 0.07 | 2.1 |
Telecom - Services | 3.23 | 3.04 |
Petroleum Products | 3.02 | 3.52 |
Industrial Products | 1.22 | 0.44 |
IT - Software | 6.73 | 8.15 |
Construction | 3.33 | 3.64 |
Finance | 2.18 | 3.68 |
Consumer Durables | 2.13 | 3.49 |
Retailing | 1.48 | 1.8 |
Diversified FMCG | 2.51 | 1.61 |
Banks | 15.98 | 16.22 |
Pharmaceuticals & Biotechnology | 3.79 | 4.86 |
Healthcare Services | 2.01 | 1.42 |
Aerospace & Defense | 1.02 | 1.36 |
Ferrous Metals | 2.62 | 0.29 |
Capital Markets | 2.74 | - |
Realty | 2.13 | 1.23 |
Transport Infrastructure | 1.87 | 1.59 |
Automobiles | 4.53 | 4.06 |
Insurance | 1.66 | 0.86 |
Transport Services | 1.19 | 0.5 |
Beverages | 1.89 | 1.22 |
Power | 4.02 | 1.07 |
Leisure Services | 1.08 | 0.29 |
Financial Technology (Fintech) | 0.73 | - |
Auto Components | 1.29 | 2.86 |
Consumable Fuels | 0.82 | - |
Industrial Manufacturing | 0.59 | 1.47 |
Commercial Services & Supplies | 0.11 | - |
Electrical Equipment | - | 2.19 |
Non - Ferrous Metals | - | 0.89 |
Chemicals & Petrochemicals | - | 1.7 |
Personal Products | - | 0.88 |
IT - Services | - | 0.74 |
Agricultural Food & other Products | - | 0.85 |
Fertilizers & Agrochemicals | - | 0.48 |
Textiles & Apparels | - | 0.23 |
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