Nippon India Innovation Fund vs Tata Ethical Fund compare

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Nippon India Innovation Fund - Regular (G)

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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)	₹2691 Cr	₹3579 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

Scheme Name	Nippon India Innovation Fund - Regular (G)	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	0.21%	-1.18%
6 Month	11.94%	1.8%
1 Year	-0.39%	-10.26%
3 Year	-	11.58%
5 Year	-	18.33%

Scheme Name	Nippon India Innovation Fund - Regular (G)	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	9.19%	2.79%
1 Year	12.06%	-4.28%
3 Year	-	9.09%
5 Year	-	11.79%

Scheme Name	Nippon India Innovation Fund - Regular (G)	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	15.69%	13.66%
3 Year	-	13.52%
5 Year	-	14.51%

Scheme Name	Nippon India Innovation Fund - Regular (G)	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	-	12.5%
Sharp	-	0.71%
Beta	-	0.86%
Alpha	-	-0.44%

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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

Scheme Name	Nippon India Innovation Fund - Regular (G)	Tata Ethical Fund-Regular Plan - Growth Option
Others	12.32	8.11
Large Cap	39.86	40.57
Small Cap	24.76	15.17
Mid Cap	23.05	36.15

Scheme Name	Nippon India Innovation Fund - Regular (G)	Tata Ethical Fund-Regular Plan - Growth Option
Others	2.89	8.11
Energy	1.85	6.26
Industrials	15.13	12.95
Consumer Cyclical	29.52	12.79
Communication Services	5.04	-
Technology	5.45	16.91
Financial Services	20.01	-
Healthcare	7.46	14.3
Consumer Defensive	8	10.44
Utilities	3.72	4.35
Basic Materials	0.93	13.89