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Nippon India Innovation Fund vs Tata Ethical Fund compare
Nippon India Innovation Fund - Regular (G)
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2277 Cr | ₹3253 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Aug 2023 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty 500 Shariah TRI |
| Turn Over | % | 11.72% |
| Expense Ratio | 2.01 | 1.92 |
| Manager | Vinay Sharma | Abhinav Sharma |
| ISIN Code | INF204KC1BL9 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.17% | 1.53% |
| 6 Month | -5.52% | -8.95% |
| 1 Year | 4.37% | 0.44% |
| 3 Year | - | 10.34% |
| 5 Year | - | 19.83% |
SIP Return Analysis
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.43% | -2.05% |
| 1 Year | -6.75% | -13.09% |
| 3 Year | - | 9.2% |
| 5 Year | - | 12.68% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 30.48% | 13.97% |
| 3 Year | - | 13.84% |
| 5 Year | - | 14.38% |
Risk Management
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.5% |
| Sharp | - | 0.15% |
| Beta | - | 0.87% |
| Alpha | - | -0.77% |
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Fund Managers
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Vinay Sharma | Abhinav Sharma |
| Total AUM | ₹14183 Cr | ₹5613 Cr |
| Funds Managed | 3 | 3 |
| Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.86 | 9.42 |
| Large Cap | 45.55 | 39.68 |
| Small Cap | 24.89 | 15.23 |
| Mid Cap | 27.7 | 35.67 |
Sector Allocation
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.86 | 9.42 |
| Industrials | 15.2 | 12.67 |
| Consumer Cyclical | 32.73 | 12.35 |
| Communication Services | 5.71 | - |
| Technology | 6.81 | 16.25 |
| Financial Services | 20.16 | - |
| Consumer Defensive | 10.09 | 11.69 |
| Healthcare | 6.55 | 15.21 |
| Basic Materials | 0.9 | 12.39 |
| Energy | - | 5.98 |
| Utilities | - | 4.03 |
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