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Nippon India Innovation Fund vs Sundaram Services Fund Regular Plan compare

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

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tortoise-icon Sundaram Services 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) Sundaram Services Fund Regular Plan - Growth
Fund Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2727 Cr ₹4367 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Aug 2023 01 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY Service Sector TRI
Turn Over % 29%
Expense Ratio 2.01 1.94
Manager Vinay Sharma Rohit Seksaria
ISIN Code INF204KC1BL9 INF903JA1EX7
Exits Load Nippon India Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
1 Month 3.05% -0.7%
6 Month 18% 14.43%
1 Year 2.23% 10.51%
3 Year - 18.09%
5 Year - 24.73%

SIP Return Analysis

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
6 Month 7.25% 3.9%
1 Year 11.06% 9.58%
3 Year - 17.6%
5 Year - 18.41%

Rolling Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
1 Year 8.57% 18.83%
3 Year - 22.01%
5 Year - 21.89%

Risk Management

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
Standard Deviation - 12.53%
Sharp - 0.96%
Beta - 0.93%
Alpha - 5.92%

Fund Managers

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
Name Vinay Sharma Rohit Seksaria
Total AUM ₹14183 Cr ₹0 Cr
Funds Managed 3 15
Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Innovation Fund - Regular (G)

Sundaram Services Fund Regular Plan - Growth

Others 11.91 13.45
Large Cap 42.8 52.33
Small Cap 22.93 26.68
Mid Cap 22.35 7.53

Sector Allocation

Scheme Name

Nippon India Innovation Fund - Regular (G)

Sundaram Services Fund Regular Plan - Growth

Others 3.27 6.01
Energy 2.2 4.88
Industrials 15.89 6.09
Consumer Cyclical 28.62 13.19
Communication Services 3.96 15.8
Technology 5.38 6.41
Financial Services 17.42 37.6
Healthcare 7.73 8.47
Consumer Defensive 11.63 -
Utilities 2.97 -
Basic Materials 0.92 -
Real Estate - 1.56

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