Nippon India Innovation Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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tortoise-icon Nippon India Innovation Fund - Regular (G)

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tortoise-icon Aditya Birla Sun Life Special Opportunities 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 Innovation Fund - Regular (G) Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund Nippon India Innovation Fund - Regular (G) Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1561 Cr ₹755 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 29 Aug 2023 23 Oct 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over % 72%
Expense Ratio 2.07 2.4
Manager Vinay Sharma Dhaval Joshi
ISIN Code INF204KC1BL9 INF209KB1T46
Exits Load Exit load of 1%, if redeemed within 1 year./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month 2.25% 1.75%
6 Month 24.91% 20.45%
1 Year - 44.02%
3 Year - 18.29%
5 Year - -

SIP Return Analysis

Scheme Name Nippon India Innovation Fund - Regular (G) Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 18.16% 17.49%
3 Year 18.16% 37.16%
5 Year 18.16% 47.11%

Rolling Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 23.43% 17.85%
3 Year 23.43% 46.18%
5 Year 23.43% 50.78%

Risk Management

Scheme Name Nippon India Innovation Fund - Regular (G) Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation - 13.56%
Sharp - 0.85%
Beta - 1%
Alpha - -0.29%

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Fund Managers

Scheme Name Nippon India Innovation Fund - Regular (G) Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name Vinay Sharma Dhaval Joshi
Total AUM ₹14183 Cr ₹361932 Cr
Fund Manage 3 55
Nippon India Innovation Fund - Regular (G) Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Innovation Fund - Regular (G)

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 8.85 4.78
Large Cap 34.29 54.41
Small Cap 15.83 22.87
Mid Cap 41.03 17.96

Sector Allocation

Scheme Name

Nippon India Innovation Fund - Regular (G)

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 7.05 2.16
Capital Goods 12.05 2.67
Technology 3.65 9.59
Communication 2.91 7.22
Services 19.89 7.94
Consumer Staples 4.69 5.34
Financial 17.46 24.04
Healthcare 7.86 8.8
Automobile 16.12 9.34
Chemicals 1.28 2.77
Diversified 5.41 -
Insurance 1.63 1.3
Materials - 4.89
Energy - 2.15
Metals & Mining - 3.85
Consumer Discretionary - 3.11
Construction - 3.99
Textiles - 0.86

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