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) | ₹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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