Nippon India Innovation Fund vs Sundaram Services Fund Regular Plan compare
Nippon India Innovation Fund - Regular (G)
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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) | ₹2801 Cr | ₹4426 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 | 1.27% | 3.66% |
| 6 Month | 12.72% | 9.88% |
| 1 Year | 6.05% | 11.28% |
| 3 Year | - | 18.34% |
| 5 Year | - | 24.56% |
SIP Return Analysis
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.62% | 4.41% |
| 1 Year | 15.44% | 19.06% |
| 3 Year | - | 18.89% |
| 5 Year | - | 18.44% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.47% | 18.31% |
| 3 Year | - | 21.8% |
| 5 Year | - | 22.06% |
Risk Management
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.46% |
| Sharp | - | 0.88% |
| Beta | - | 0.97% |
| Alpha | - | 5.88% |
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 | 14.53 | 14.21 |
| Large Cap | 43.41 | 51.59 |
| Small Cap | 21.98 | 26.9 |
| Mid Cap | 20.08 | 7.3 |
Sector Allocation
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.66 | 6.1 |
| Energy | 2.34 | 4.72 |
| Industrials | 13.7 | 6.49 |
| Consumer Cyclical | 29.95 | 13.34 |
| Technology | 4.64 | 6.96 |
| Financial Services | 17.25 | 36.62 |
| Healthcare | 7.46 | 8.51 |
| Consumer Defensive | 11.33 | - |
| Utilities | 1.97 | - |
| Basic Materials | 0.68 | - |
| Communication Services | 6.02 | 15.64 |
| Real Estate | - | 1.61 |
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