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) ₹8477 Cr ₹7729 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 1.85 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 -4.25% -2.84%
6 Month -8.33% -3.19%
1 Year 6.96% 14.25%
3 Year 11.52% 13.17%
5 Year 18.3% 16.1%

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 - -
1 Year 2.56% 6.31%
3 Year 15.61% 18.34%
5 Year 19.42% 18.42%

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 10.95% 12.77%
3 Year 15.11% 12.19%
5 Year 15.75% 13.25%

Risk Management

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 12.79% 12.25%
Sharp 0.57% 0.52%
Beta 0.95% 0.93%
Alpha 0.02% -0.95%

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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 10.21 5.17
Small Cap 21.58 2.27
Large Cap 48.84 79.66
Mid Cap 19.37 12.51

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 10.21 5.17
Cement & Cement Products 1.77 1.74
Petroleum Products 4.25 4.8
IT - Software 4.7 12.49
IT - Services 2.78 -
Finance 9.02 4.67
Banks 22.56 23.64
Leisure Services 6.26 -
Automobiles 6.55 7.91
Diversified FMCG 3.03 1.61
Entertainment 1.71 -
Electrical Equipment 2.28 -
Retailing 4.42 -
Healthcare Services 2.7 -
Auto Components 4.93 -
Diversified 3.97 -
Industrial Manufacturing 2.89 -
Consumer Durables 0.97 4.26
Capital Markets 1.92 -
Insurance 3.08 5.47
Construction - 4.42
Non - Ferrous Metals - 1.7
Pharmaceuticals & Biotechnology - 4.3
Agricultural Food & other Products - 2.05
Realty - 2.5
Telecom - Services - 5.39
Power - 4.59
Beverages - 2.9

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