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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) | ₹2856 Cr | ₹3817 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 | -5.03% | -1.46% |
| 6 Month | -5.3% | -0.34% |
| 1 Year | 6.53% | 1.37% |
| 3 Year | - | 11.8% |
| 5 Year | - | 13.39% |
SIP Return Analysis
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.9% | 1.51% |
| 1 Year | 9.08% | 8.16% |
| 3 Year | - | 6.51% |
| 5 Year | - | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.62% | 14.6% |
| 3 Year | - | 15.93% |
| 5 Year | - | 16.06% |
Risk Management
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.5% |
| Sharp | - | 0.53% |
| Beta | - | 0.85% |
| Alpha | - | 0.36% |
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 | 12.95 | 8.92 |
| Large Cap | 44.27 | 49.56 |
| Small Cap | 22.15 | 11.97 |
| Mid Cap | 20.63 | 29.55 |
Sector Allocation
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.73 | 8.38 |
| Energy | 2.64 | 4.17 |
| Industrials | 16.31 | 10.56 |
| Consumer Cyclical | 33.68 | 15.18 |
| Technology | 8.45 | 23.6 |
| Financial Services | 12.74 | - |
| Healthcare | 6.51 | 12.14 |
| Consumer Defensive | 9.19 | 11.86 |
| Utilities | 2.73 | 3.03 |
| Basic Materials | 0 | 11.07 |
| Communication Services | 6.01 | - |
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