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 | -3.63% | -1.92% |
| 6 Month | -0.68% | 2.02% |
| 1 Year | -6.15% | 0.4% |
| 3 Year | 23.84% | 20.43% |
| 5 Year | 27.43% | 24.15% |
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 | 13.94% | 8.4% |
| 3 Year | 14% | 11.48% |
| 5 Year | 10.89% | 8.44% |
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 | 4.49 |
| Large Cap | 55.46 | 58.65 |
| Mid Cap | 23.14 | 15.71 |
| Small Cap | 17.15 | 21.16 |
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 | - |
| Industrials | 33.1 | - |
| Basic Materials | 7.58 | - |
| Consumer Cyclical | 7.32 | - |
| Technology | 4.63 | - |
| Utilities | 23.63 | - |
| Financial Services | 2.21 | - |
| Real Estate | 2.86 | - |
| Communication Services | 5.73 | - |
| Healthcare | 2.14 | - |
| Petroleum Products | - | 9.95 |
| Electrical Equipment | - | 11.11 |
| Auto Components | - | 5.36 |
| Construction | - | 12.04 |
| Banks | - | 3.96 |
| Industrial Manufacturing | - | 2.01 |
| Cement & Cement Products | - | 5.76 |
| Transport Services | - | 3.33 |
| Telecom - Services | - | 11.28 |
| Gas | - | 1.27 |
| Industrial Products | - | 7.16 |
| Oil | - | 1.45 |
| Power | - | 9.99 |
| Aerospace & Defense | - | 2.97 |
| Consumer Durables | - | 2.43 |
| Healthcare Services | - | 0.99 |
| Realty | - | 2.41 |
| Transport Infrastructure | - | 1.5 |
| Ferrous Metals | - | 0.55 |
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