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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) ₹2861 Cr ₹4674 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 -0.31% 1.09%
6 Month 7.15% 5.96%
1 Year 9.16% 14.64%
3 Year - 18.26%
5 Year - 22.52%

SIP Return Analysis

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
6 Month 0.98% 2.52%
1 Year 14.49% 17.28%
3 Year - 18.1%
5 Year - 17.9%

Rolling Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
1 Year 6.47% 17.73%
3 Year - 21.77%
5 Year - 22.13%

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 13.63 14.11
Large Cap 43.83 51.8
Small Cap 22.67 26.9
Mid Cap 19.86 7.19

Sector Allocation

Scheme Name

Nippon India Innovation Fund - Regular (G)

Sundaram Services Fund Regular Plan - Growth

Others 3.6 5.65
Energy 2.5 4.87
Industrials 13.49 6.43
Consumer Cyclical 30.14 12.45
Technology 6.03 7.44
Financial Services 15.84 37.57
Healthcare 8.19 7.95
Consumer Defensive 11.54 -
Utilities 1.79 -
Basic Materials 0.68 -
Communication Services 6.2 16
Real Estate - 1.65

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