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) | ₹7530 Cr | ₹968 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 May 2004 | 29 Sep 2005 |
| Category | Other Themes | 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 | -1.76% | 0.61% |
| 6 Month | 1.59% | 5% |
| 1 Year | -0.78% | 4.99% |
| 3 Year | 25.21% | 21.52% |
| 5 Year | 29.06% | 25.16% |
SIP Return Analysis
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.87% | 2.65% |
| 1 Year | 10.45% | 16.7% |
| 3 Year | 17.99% | 18.09% |
| 5 Year | 23.51% | 19.95% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.96% | 8.41% |
| 3 Year | 13.99% | 11.48% |
| 5 Year | 10.87% | 8.43% |
Risk Management
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.82% | 14.05% |
| Sharp | 1.09% | 1% |
| Beta | 1.03% | 0.88% |
| Alpha | 3.24% | 1.14% |
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 | 4.25 | 5.08 |
| Large Cap | 55.46 | 58 |
| Mid Cap | 23.14 | 15.77 |
| Small Cap | 17.15 | 21.15 |
Sector Allocation
| Scheme Name |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.02 | 4.49 |
| Energy | 9.78 | 11.4 |
| Industrials | 33.1 | 38.93 |
| Basic Materials | 7.58 | 6.31 |
| Consumer Cyclical | 7.32 | 7.15 |
| Technology | 4.63 | 1.23 |
| Utilities | 23.63 | 11.85 |
| Financial Services | 2.21 | 3.95 |
| Real Estate | 2.86 | 2.41 |
| Communication Services | 5.73 | 11.28 |
| Healthcare | 2.14 | 0.99 |
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