Nippon India Focused Equity Fund vs Aditya Birla Sun Life 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 | Very High |
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 | -2.04% | -2.1% |
6 Month | -13.79% | -10.04% |
1 Year | 3.49% | 3.81% |
3 Year | 13.06% | 13.58% |
5 Year | 20.86% | 17.44% |
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 | -8.02% | -7.87% |
1 Year | -14.91% | -11.3% |
3 Year | 9.07% | 12.09% |
5 Year | 14.79% | 14.19% |
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 | 13.773% | 12.25% |
Sharp | 0.428% | 0.46% |
Beta | 0.909% | 0.9% |
Alpha | -0.172% | 0.01% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.91825 | 4.66638 |
Large Cap | 54.7767 | 81.6157 |
Small Cap | 16.8436 | 1.82895 |
Mid Cap | 21.46146 | 11.88893 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 6.91825 | 1.68596 |
Energy | 5.08474 | 5.44155 |
Technology | 5.50236 | 12.96748 |
Communication Services | 3.12298 | 5.53411 |
Financial Services | 36.38424 | 31.56661 |
Basic Materials | 3.17986 | 4.1487 |
Consumer Cyclical | 20.64562 | 16.43838 |
Healthcare | 7.25103 | 3.49544 |
Industrials | 11.91093 | 4.5773 |
Consumer Defensive | - | 7.51964 |
Real Estate | - | 2.79434 |
Utilities | - | 3.83045 |
Top Comparisons
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns11.79%
Invesco India Largecap Fund - Growth
3Y Returns12.74%
ITI Mid Cap Fund Regular - Growth
3Y Returns20.44%
DSP Midcap Fund - Regular Plan - Growth
3Y Returns13.77%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns6.19%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns5.86%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns6.04%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns5.39%