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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) | ₹2767 Cr | ₹3601 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 | 4.31% | 4.31% |
| 6 Month | 25.03% | 11.95% |
| 1 Year | -0.73% | -10.51% |
| 3 Year | - | 12.1% |
| 5 Year | - | 17.2% |
SIP Return Analysis
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.95% | 3.53% |
| 1 Year | 20.48% | 3.64% |
| 3 Year | - | 9.24% |
| 5 Year | - | 11.24% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.57% | 13.53% |
| 3 Year | - | 13.59% |
| 5 Year | - | 14.6% |
Risk Management
| Scheme Name | Nippon India Innovation Fund - Regular (G) | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.5% |
| Sharp | - | 0.41% |
| 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 | 11.91 | 6.05 |
| Large Cap | 42.8 | 43.87 |
| Small Cap | 22.93 | 14.97 |
| Mid Cap | 22.35 | 35.11 |
Sector Allocation
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 3.27 | 6.05 |
| Energy | 2.2 | 6.2 |
| Industrials | 15.89 | 12.54 |
| Consumer Cyclical | 28.62 | 12.89 |
| Communication Services | 3.96 | - |
| Technology | 5.38 | 19.3 |
| Financial Services | 17.42 | - |
| Healthcare | 7.73 | 13.81 |
| Consumer Defensive | 11.63 | 11.01 |
| Utilities | 2.97 | 4.1 |
| Basic Materials | 0.92 | 14.11 |
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