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) | ₹7117 Cr | ₹947 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 | -2.01% | -1.99% |
| 6 Month | -3.74% | -1.48% |
| 1 Year | 4.17% | 7.86% |
| 3 Year | 24.52% | 20.85% |
| 5 Year | 24.68% | 20.85% |
SIP Return Analysis
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.68% | -0.37% |
| 1 Year | 3.45% | 8.17% |
| 3 Year | 13.14% | 13.68% |
| 5 Year | 20.38% | 17.06% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.77% | 8.16% |
| 3 Year | 14.07% | 11.55% |
| 5 Year | 11.21% | 8.5% |
Risk Management
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.88% | 14.05% |
| Sharp | 1.07% | 1.02% |
| Beta | 1.04% | 0.88% |
| Alpha | 1.94% | 1.19% |
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 | 5.83 | 5.22 |
| Large Cap | 52.64 | 58.85 |
| Mid Cap | 24.13 | 15.61 |
| Small Cap | 17.4 | 20.32 |
Sector Allocation
| Scheme Name |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.43 | 4.62 |
| Energy | 10.36 | 11.86 |
| Industrials | 32.98 | 39.12 |
| Basic Materials | 7.3 | 6.12 |
| Consumer Cyclical | 10.79 | 6.86 |
| Technology | 4.55 | 1.09 |
| Utilities | 23 | 11.42 |
| Financial Services | 2.54 | 4.13 |
| Real Estate | 2.43 | 2.19 |
| Communication Services | 3.55 | 11.63 |
| Healthcare | 2.08 | 0.95 |
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