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) | ₹7301 Cr | ₹961 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 | -1.64% | -0.73% |
| 6 Month | 0.28% | 3.32% |
| 1 Year | -0.96% | 4.97% |
| 3 Year | 25.81% | 22.29% |
| 5 Year | 27.97% | 24.25% |
SIP Return Analysis
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.45% | -0.49% |
| 1 Year | 3.38% | 9.93% |
| 3 Year | 15.2% | 15.84% |
| 5 Year | 21.87% | 18.63% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.87% | 8.32% |
| 3 Year | 14.04% | 11.5% |
| 5 Year | 11.06% | 8.47% |
Risk Management
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.99% | 14.05% |
| Sharp | 0.98% | 0.95% |
| Beta | 1.04% | 0.88% |
| Alpha | 2.41% | 1.24% |
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 | 4.75 | 5.22 |
| Large Cap | 55.01 | 58.85 |
| Mid Cap | 23.82 | 15.61 |
| Small Cap | 16.42 | 20.32 |
Sector Allocation
| Scheme Name |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.65 | 4.62 |
| Energy | 9.92 | 11.86 |
| Industrials | 32.74 | 39.12 |
| Basic Materials | 6.97 | 6.12 |
| Consumer Cyclical | 9.2 | 6.86 |
| Technology | 4.89 | 1.09 |
| Utilities | 22.88 | 11.42 |
| Financial Services | 2.26 | 4.13 |
| Real Estate | 2.32 | 2.19 |
| Communication Services | 6.04 | 11.63 |
| Healthcare | 2.11 | 0.95 |
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