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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) ₹2767 Cr ₹4333 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 4.58% 3.08%
6 Month 24.67% 19.9%
1 Year -0.19% 3.74%
3 Year - 18.1%
5 Year - 24.21%

SIP Return Analysis

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
6 Month 7.95% 3.83%
1 Year 20.48% 15.35%
3 Year - 18.58%
5 Year - 18.66%

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 - 12.57%
Sharp - 0.78%
Beta - 0.93%
Alpha - 5.81%

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 15.98 13.55
Large Cap 40.84 52.02
Small Cap 22.81 27.27
Mid Cap 20.38 7.16

Sector Allocation

Scheme Name

Nippon India Innovation Fund - Regular (G)

Sundaram Services Fund Regular Plan - Growth

Others 6.58 5.24
Energy 2.36 4.8
Industrials 14.72 6.33
Consumer Cyclical 27.27 14.46
Technology 4.88 7.04
Financial Services 16.71 35.93
Healthcare 7.06 8.83
Consumer Defensive 11.96 -
Utilities 1.96 -
Basic Materials 0.75 -
Communication Services 5.77 15.78
Real Estate - 1.59

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