Nippon India Innovation Fund vs UTI compare
Nippon India Innovation Fund - Regular (G)
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Innovation Fund - Regular (G) | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Nippon India Innovation Fund - Regular (G) | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2861 Cr | ₹4008 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Aug 2023 | 30 Jul 2005 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty Transportation & Logistics TRI |
| Turn Over | % | 14% |
| Expense Ratio | 2.01 | 1.96 |
| Manager | Vinay Sharma | Sachin Trivedi |
| ISIN Code | INF204KC1BL9 | INF789F01299 |
| 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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -0.77% | 1.76% |
| 6 Month | 4.84% | 16.15% |
| 1 Year | 2.77% | 15.08% |
| 3 Year | - | 24.55% |
| 5 Year | - | 23.08% |
SIP Return Analysis
| Scheme Name | Nippon India Innovation Fund - Regular (G) | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 1.03% | 5.7% |
| 1 Year | 14.49% | 32.08% |
| 3 Year | - | 22.67% |
| 5 Year | - | 22.84% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Innovation Fund - Regular (G) | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 6.47% | 12.95% |
| 3 Year | - | 17.06% |
| 5 Year | - | 16.4% |
Risk Management
| Scheme Name | Nippon India Innovation Fund - Regular (G) | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | - | 15.88% |
| Sharp | - | 1.04% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Innovation Fund - Regular (G) | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Vinay Sharma | Sachin Trivedi |
| Total AUM | ₹14183 Cr | ₹7301 Cr |
| Funds Managed | 3 | 3 |
| Nippon India Innovation Fund - Regular (G) | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 13.63 | 7.02 |
| Large Cap | 43.83 | 72.35 |
| Small Cap | 22.67 | 12.31 |
| Mid Cap | 19.86 | 8.33 |
Sector Allocation
| Scheme Name |
Nippon India Innovation Fund - Regular (G) |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.6 | 7.02 |
| Energy | 2.5 | - |
| Industrials | 13.49 | 13.88 |
| Consumer Cyclical | 30.14 | 79.11 |
| Technology | 6.03 | - |
| Financial Services | 15.84 | - |
| Healthcare | 8.19 | - |
| Consumer Defensive | 11.54 | - |
| Utilities | 1.79 | - |
| Basic Materials | 0.68 | - |
| Communication Services | 6.2 | - |
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