Sundaram Infrastructure Advantage Fund Regular Plan vs Nippon India Power & Infra Fund 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) | ₹7620 Cr | ₹982 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 | -3.24% | -1.82% |
6 Month | 5.67% | 9.28% |
1 Year | -9.93% | -3.86% |
3 Year | 31.39% | 24.24% |
5 Year | 31.72% | 28.82% |
SIP Return Analysis
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.55% | 7.73% |
1 Year | 2.57% | 8.66% |
3 Year | 23.52% | 21.13% |
5 Year | 27.16% | 22.56% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.75% | 8.98% |
3 Year | 14.33% | 11.23% |
5 Year | 11.93% | 8.26% |
Risk Management
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.21% | 16.09% |
Sharp | 1.46% | 1.23% |
Beta | 1.05% | 1.05% |
Alpha | 6.22% | 4.81% |
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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 | 2.61 | 6.36 |
Large Cap | 57.29 | 56.87 |
Mid Cap | 23.49 | 15.22 |
Small Cap | 16.61 | 21.55 |
Sector Allocation
Scheme Name |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 1.01 | 5.14 |
Energy | 9.61 | 11.64 |
Industrials | 37.54 | 38.77 |
Basic Materials | 7.42 | 7.41 |
Technology | 1.87 | - |
Utilities | 22.35 | 11.68 |
Communication Services | 7.35 | 11.39 |
Financial Services | 2.24 | 3.94 |
Consumer Cyclical | 5.62 | 7.47 |
Real Estate | 3 | 2.56 |
Healthcare | 2 | - |
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