Nippon India Innovation Fund vs Sundaram Services Fund Regular Plan compare

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tortoise-icon Nippon India Innovation Fund - Regular (G)

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
Fund Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2224 Cr ₹3875 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Aug 2023 01 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY Service Sector TRI
Turn Over % 29%
Expense Ratio 2.01 1.89
Manager Vinay Sharma Rohit Seksaria
ISIN Code INF204KC1BL9 INF903JA1EX7
Exits Load Nippon India Innovation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
1 Month 1.3% 2.59%
6 Month -1.4% 8.69%
1 Year 23.58% 18.1%
3 Year - 16.05%
5 Year - 21.19%

SIP Return Analysis

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 11.44% 17.23%
3 Year - 21.53%
5 Year - 23.39%

Rolling Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
1 Year 42.92% 20.51%
3 Year - 23%
5 Year - 21.77%

Risk Management

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
Standard Deviation - 12.7%
Sharp - 0.94%
Beta - 0.83%
Alpha - 5.93%

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Fund Managers

Scheme Name Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth
Name Vinay Sharma Rohit Seksaria
Total AUM ₹14183 Cr ₹0 Cr
Fund Manage 3 15
Nippon India Innovation Fund - Regular (G) Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Innovation Fund - Regular (G)

Sundaram Services Fund Regular Plan - Growth

Others 8.85 5.56
Large Cap 34.29 43.98
Small Cap 15.83 33.76
Mid Cap 41.03 16.69

Sector Allocation

Scheme Name

Nippon India Innovation Fund - Regular (G)

Sundaram Services Fund Regular Plan - Growth

Others 7.05 5.56
Capital Goods 12.05 -
Technology 3.65 -
Communication 2.91 -
Services 19.89 -
Consumer Staples 4.69 -
Financial 17.46 -
Healthcare 7.86 -
Automobile 16.12 -
Chemicals 1.28 -
Diversified 5.41 -
Insurance 1.63 3.41
Petroleum Products - 4.5
IT - Services - 3.17
Finance - 12.08
Banks - 18.71
Healthcare Services - 7.29
Capital Markets - 6.55
IT - Software - 6.49
Telecom - Services - 10.37
Transport Services - 1.75
Entertainment - 1.72
Realty - 1.7
Leisure Services - 4.29
Consumer Durables - 3.57
Commercial Services & Supplies - 0.98
Financial Technology (Fintech) - 1.1
Retailing - 3.99
Transport Infrastructure - 1.46
Textiles & Apparels - 1.3

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