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Nippon India Innovation Fund vs Tata Ethical Fund compare

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tortoise-icon Nippon India Innovation Fund - Regular (G)

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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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) 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 6.07% 6.09%
6 Month -3.34% -6.91%
1 Year 7% 2.57%
3 Year - 13.32%
5 Year - 21.23%

SIP Return Analysis

Scheme Name Nippon India Innovation Fund - Regular (G) Tata Ethical Fund-Regular Plan - Growth Option
6 Month -0.48% -2.98%
1 Year -10.61% -15.46%
3 Year - 7.46%
5 Year - 11.4%

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 - 0.34%
Beta - 0.86%
Alpha - -0.44%

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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 7.38
Large Cap 45.55 40.21
Small Cap 24.89 15
Mid Cap 27.7 37.41

Sector Allocation

Scheme Name

Nippon India Innovation Fund - Regular (G)

Tata Ethical Fund-Regular Plan - Growth Option

Others 1.86 7.38
Industrials 15.2 -
Consumer Cyclical 32.73 -
Communication Services 5.71 -
Technology 6.81 -
Financial Services 20.16 -
Consumer Defensive 10.09 -
Healthcare 6.55 -
Basic Materials 0.9 -
Industrial Products - 5
Consumer Durables - 6.11
Fertilizers & Agrochemicals - 2.67
Petroleum Products - 3.77
Diversified FMCG - 4
Pharmaceuticals & Biotechnology - 12.46
IT - Software - 15.81
Healthcare Services - 3.17
Cement & Cement Products - 5.7
Chemicals & Petrochemicals - 5.38
Auto Components - 6.36
Personal Products - 3.45
Gas - 5.61
IT - Services - 0.89
Non - Ferrous Metals - 0.44
Automobiles - 2
Agricultural Food & other Products - 2.27
Retailing - 1.45
Food Products - 0.8
Electrical Equipment - 1.72
Oil - 1.18
Diversified - 0.62
Ferrous Metals - 0.57
Textiles & Apparels - 1.19

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