Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Innovation Fund vs Tata Ethical Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Innovation Fund - Regular (G) Tata Ethical Fund-Regular Plan - Growth Option
Fund Nippon India Innovation Fund - Regular (G) Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹2277 Cr ₹3253 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 29 Aug 2023 21 Aug 1996
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI Nifty 500 Shariah TRI
Turn Over % 11.72%
Expense Ratio 2.01 1.92
Manager Vinay Sharma Abhinav Sharma
ISIN Code INF204KC1BL9 INF277K01956
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 Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) Tata Ethical Fund-Regular Plan - Growth Option
1 Month -4.78% -5.45%
6 Month -15.03% -15.97%
1 Year 5.97% 0.94%
3 Year - 9.28%
5 Year - 16.2%

SIP Return Analysis

Scheme Name Nippon India Innovation Fund - Regular (G) Tata Ethical Fund-Regular Plan - Growth Option
6 Month - -
1 Year -12.49% -14.21%
3 Year - 8.67%
5 Year - 13.71%

Rolling Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) Tata Ethical Fund-Regular Plan - Growth Option
1 Year 30.48% 13.97%
3 Year - 13.84%
5 Year - 14.38%

Risk Management

Scheme Name Nippon India Innovation Fund - Regular (G) Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation - 12.5%
Sharp - 0.31%
Beta - 0.87%
Alpha - -0.75%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Innovation Fund - Regular (G) Tata Ethical Fund-Regular Plan - Growth Option
Name Vinay Sharma Abhinav Sharma
Total AUM ₹14183 Cr ₹5613 Cr
Fund Manage 3 3
Nippon India Innovation Fund - Regular (G) Tata Ethical Fund-Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Innovation Fund - Regular (G)

Tata Ethical Fund-Regular Plan - Growth Option

Others 8.85 7.33
Large Cap 34.29 41.54
Small Cap 15.83 15
Mid Cap 41.03 36.13

Sector Allocation

Scheme Name

Nippon India Innovation Fund - Regular (G)

Tata Ethical Fund-Regular Plan - Growth Option

Others 7.05 7.33
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 0.73
Insurance 1.63 -
Electrical Equipment - 4.28
Industrial Products - 6.01
Consumer Durables - 5.43
Fertilizers & Agrochemicals - 2.92
Petroleum Products - 2.13
Diversified FMCG - 4.49
Pharmaceuticals & Biotechnology - 12.47
IT - Software - 16.98
Healthcare Services - 2.99
Cement & Cement Products - 4.73
Chemicals & Petrochemicals - 4.69
Auto Components - 6.17
Personal Products - 4.12
Gas - 4.7
IT - Services - 1.29
Non - Ferrous Metals - 1.1
Agricultural Food & other Products - 2.27
Retailing - 1.7
Food Products - 0.81
Oil - 1.45
Textiles & Apparels - 1.21

Top Comparisons

Bajaj Finserv Money Market Fund Regular - Growth Bajaj Finserv Money Market Fund Regular - Growth

3Y Returns0%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns6.33%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns19.67%

VS

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns16.33%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns20.22%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns27.85%

Compare Now

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

3Y Returns10.62%

VS

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns12.76%

Compare Now
Add to Cart Successfully