Nippon India Equity Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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tortoise-icon Nippon India Equity Hybrid Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3715 Cr ₹7844 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 05 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 1.99 1.84
Manager Sushil Budhia Dhaval Joshi
ISIN Code INF204K01FW1 INF209K01BT5
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1%, if redeemed within 90 days./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 -4.59% -4.87%
6 Month 7.8% 8.15%
1 Year 24.14% 22.68%
3 Year 13.76% 9.37%
5 Year 13.08% 13.83%

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 17.45% 16.73%
3 Year 19.96% 16.84%
5 Year 19.15% 16.44%

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 11.65% 16.32%
3 Year 12.21% 16.42%
5 Year 12.91% 16.49%

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 0.89% 0.45%
Beta 1.02% 1.02%
Alpha 5.03% 0.92%

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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 28.12 19.62
Large Cap 56.68 56.77
Mid Cap 8.47 7.73
Small Cap 6.73 5.52

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 3.51 3.05
Sovereign 3.34 5.79
Materials 1.97 2.34
Automobile 5.96 6.33
Communication 5.78 2.88
Energy 9.79 5.17
Technology 5.1 6.52
Construction 7.16 2.91
Financial 29.86 29.36
Services 5.2 1.62
Consumer Staples 4.25 5.01
Healthcare 6.95 4.6
Capital Goods 4.71 8.34
Metals & Mining 3.2 1.55
Insurance 2.11 -
Consumer Discretionary 1.11 3.16
Chemicals - 0.48
Diversified - 0.53

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