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) | ₹7325 Cr | ₹942 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 | 2.79% | 3.45% |
| 6 Month | 10.75% | 11.91% |
| 1 Year | 1.47% | 3.77% |
| 3 Year | 27.04% | 22.19% |
| 5 Year | 33.01% | 28.01% |
SIP Return Analysis
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.74% | 3.72% |
| 1 Year | 15% | 17.77% |
| 3 Year | 20.73% | 19.14% |
| 5 Year | 24.93% | 20.53% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.08% | 8.67% |
| 3 Year | 14.45% | 11.31% |
| 5 Year | 12.24% | 8.33% |
Risk Management
| Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.82% | 15.61% |
| Sharp | 1.09% | 0.95% |
| Beta | 1.03% | 0.88% |
| Alpha | 3.24% | 0.93% |
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 | 3.65 | 6.53 |
| Large Cap | 56.15 | 56.72 |
| Mid Cap | 23.04 | 15.47 |
| Small Cap | 17.16 | 21.29 |
Sector Allocation
| Scheme Name |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.53 | 5.23 |
| Energy | 9.35 | 11.07 |
| Industrials | 32.83 | 38.82 |
| Basic Materials | 7.89 | 7.4 |
| Technology | 4.94 | 0.69 |
| Utilities | 24.03 | 12.1 |
| Financial Services | 2.23 | 3.93 |
| Consumer Cyclical | 7.49 | 7.92 |
| Real Estate | 2.68 | 2.24 |
| Communication Services | 5.9 | 10.6 |
| Healthcare | 2.12 | - |
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