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Nippon India Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon Nippon India Focused Equity Fund -Growth Plan -Growth Option

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

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

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%

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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 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

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