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) | ₹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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