Nippon India Power & Infra Fund vs Sundaram Infrastructure Advantage Fund Regular Plan compare
Nippon India Power & Infra Fund-Growth Plan -Growth Option
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7175 Cr | ₹942 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 May 2004 | 29 Sep 2005 |
Category | Infrastructure | Infrastructure |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Infrastructure TRI | NIFTY Infrastructure TRI |
Turn Over | 50% | 31% |
Expense Ratio | 1.84 | 2.4 |
Manager | Sanjay Doshi | Rohit Seksaria |
ISIN Code | INF204K01AE0 | INF903J01F68 |
Exits Load | Nippon India Power & Infra Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Infrastructure Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Month | -0.14% | 0.15% |
6 Month | 10.26% | 11.88% |
1 Year | -6.11% | -3.62% |
3 Year | 28.48% | 22.72% |
5 Year | 32.66% | 27.77% |
SIP Return Analysis
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.11% | 1.58% |
1 Year | 11.64% | 12.55% |
3 Year | 20.4% | 18.1% |
5 Year | 24.87% | 19.99% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.08% | 8.67% |
3 Year | 14.45% | 11.31% |
5 Year | 12.24% | 8.33% |
Risk Management
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.92% | 15.60% |
Sharp | 1.12% | 0.94% |
Beta | 1.05% | 1.10% |
Alpha | 3.84% | 4.41% |
Fund Managers
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Name | Sanjay Doshi | Rohit Seksaria |
Total AUM | ₹53514 Cr | ₹0 Cr |
Funds Managed | 5 | 15 |
Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 3.16 | 7.3 |
Large Cap | 57.18 | 56.05 |
Mid Cap | 22.75 | 15.42 |
Small Cap | 16.91 | 21.23 |
Sector Allocation
Scheme Name |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 0.62 | 5.95 |
Energy | 9.45 | 10.89 |
Industrials | 33.11 | 38.29 |
Basic Materials | 8.32 | 7.6 |
Technology | 4.92 | 0.71 |
Utilities | 23.04 | 11.87 |
Financial Services | 2.12 | 3.87 |
Consumer Cyclical | 6.72 | 7.62 |
Real Estate | 2.77 | 2.41 |
Communication Services | 6.71 | 10.79 |
Healthcare | 2.23 | - |
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