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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) | ₹2861 Cr | ₹3698 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 | 1.93 |
| 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 | 0.31% | 1.09% |
| 6 Month | 9.16% | 2.71% |
| 1 Year | 9.28% | -1.4% |
| 3 Year | - | 11.39% |
| 5 Year | - | 15.97% |
SIP Return Analysis
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.98% | 0.65% |
| 1 Year | 14.49% | 4.49% |
| 3 Year | - | 7.35% |
| 5 Year | - | 9.75% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.47% | 14.8% |
| 3 Year | - | 16.18% |
| 5 Year | - | 16.1% |
Risk Management
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.5% |
| Sharp | - | 0.43% |
| Beta | - | 0.86% |
| Alpha | - | -0.67% |
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 | 13.63 | 8.63 |
| Large Cap | 43.83 | 48.64 |
| Small Cap | 22.67 | 12.96 |
| Mid Cap | 19.86 | 29.76 |
Sector Allocation
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 3.6 | 8.55 |
| Energy | 2.5 | 4.11 |
| Industrials | 13.49 | 12.6 |
| Consumer Cyclical | 30.14 | 14.39 |
| Technology | 6.03 | 22.14 |
| Financial Services | 15.84 | - |
| Healthcare | 8.19 | 12.29 |
| Consumer Defensive | 11.54 | 10.38 |
| Utilities | 1.79 | 3.97 |
| Basic Materials | 0.68 | 11.57 |
| Communication Services | 6.2 | - |
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