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Nippon India Innovation Fund vs UTI compare

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

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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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) UTI-Transpotation and Logistics Fund-Growth Option
Fund Nippon India Innovation Fund - Regular (G) UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2277 Cr ₹3334 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Aug 2023 30 Jul 2005
Category Other Themes Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI Nifty Transportation & Logistics TRI
Turn Over % 14%
Expense Ratio 2.01 1.96
Manager Vinay Sharma Sachin Trivedi
ISIN Code INF204KC1BL9 INF789F01299
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 UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) UTI-Transpotation and Logistics Fund-Growth Option
1 Month 9.11% 5.42%
6 Month -9.08% -12.15%
1 Year 7.67% -0.33%
3 Year - 21.6%
5 Year - 28.92%

SIP Return Analysis

Scheme Name Nippon India Innovation Fund - Regular (G) UTI-Transpotation and Logistics Fund-Growth Option
6 Month 0.14% -2.07%
1 Year -7.57% -14.96%
3 Year - 16.28%
5 Year - 20.48%

Rolling Lumpsum Returns

Scheme Name Nippon India Innovation Fund - Regular (G) UTI-Transpotation and Logistics Fund-Growth Option
1 Year 30.48% 13.92%
3 Year - 15.53%
5 Year - 15.12%

Risk Management

Scheme Name Nippon India Innovation Fund - Regular (G) UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation - 16.395%
Sharp - 0.801%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Nippon India Innovation Fund - Regular (G) UTI-Transpotation and Logistics Fund-Growth Option
Name Vinay Sharma Sachin Trivedi
Total AUM ₹14183 Cr ₹7301 Cr
Funds Managed 3 3
Nippon India Innovation Fund - Regular (G) UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

Nippon India Innovation Fund - Regular (G)

UTI-Transpotation and Logistics Fund-Growth Option

Others 1.86 4.64
Large Cap 45.55 75.46
Small Cap 24.89 11.46
Mid Cap 27.7 8.44

Sector Allocation

Scheme Name

Nippon India Innovation Fund - Regular (G)

UTI-Transpotation and Logistics Fund-Growth Option

Others 1.86 4.64
Industrials 15.2 15.9
Consumer Cyclical 32.73 79.46
Communication Services 5.71 -
Technology 6.81 -
Financial Services 20.16 -
Consumer Defensive 10.09 -
Healthcare 6.55 -
Basic Materials 0.9 -

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