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 | Very High |
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 | 4.98% | 5.15% |
6 Month | -7.87% | -8.32% |
1 Year | 7.07% | 7.88% |
3 Year | 13.68% | 9.17% |
5 Year | 22.47% | 19.85% |
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 | -2.82% | -2.87% |
1 Year | -3.87% | -4.47% |
3 Year | 13.71% | 11.91% |
5 Year | 15.68% | 12.81% |
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 | 0.64% | 0.18% |
Beta | 1.06% | 1.09% |
Alpha | 2.98% | -1.7% |
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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 |
Funds Managed | 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 | 27.87 | 24.76 |
Large Cap | 51.76 | 55.81 |
Small Cap | 9.12 | 9.98 |
Mid Cap | 11.25 | 9.45 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
---|---|---|
Others | 26.88 | 21.36 |
Communication Services | 3.38 | 3.1 |
Energy | 3.7 | 3.68 |
Technology | 8.43 | 9.08 |
Industrials | 7.98 | 10.92 |
Financial Services | 23.52 | 21.43 |
Consumer Cyclical | 8.45 | 12.16 |
Consumer Defensive | 4.27 | 5.23 |
Healthcare | 5.99 | 5.68 |
Basic Materials | 2.49 | 5.14 |
Real Estate | 1.38 | 1.21 |
Utilities | 3.52 | 1 |
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