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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) ₹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 Best SIP Best SIP
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 0.93% 3.89%
6 Month 12.34% 10.13%
1 Year 5.56% 10.97%
3 Year - 18.4%
5 Year - 24.72%

SIP Return Analysis

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
6 Month 1.63% 0.41%
1 Year 13.78% 10.77%
3 Year - 16.17%
5 Year - 16.88%

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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