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) | ₹7001 Cr | ₹908 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 10 May 2004 | 29 Sep 2005 |
Category | Infrastructure | 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 | 11.96% | 10.52% |
6 Month | -16.96% | -13.92% |
1 Year | 2.76% | 4.89% |
3 Year | 29.34% | 19.76% |
5 Year | 37.79% | 31.88% |
SIP Return Analysis
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | -6.58% | -5.84% |
1 Year | -17.44% | -14.51% |
3 Year | 25.17% | 18.94% |
5 Year | 28.64% | 22.55% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 19.2% | 10.21% |
3 Year | 13.94% | 10.95% |
5 Year | 11.25% | 8.03% |
Risk Management
Scheme Name | Nippon India Power & Infra Fund-Growth Plan -Growth Option | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.34% | 16.019% |
Sharp | 0.985% | 0.676% |
Beta | - | 1.019% |
Alpha | - | 4.004% |
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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 | 0.91 | 5.78 |
Large Cap | 55.5 | 54.82 |
Mid Cap | 25.29 | 15.32 |
Small Cap | 18.31 | 24.08 |
Sector Allocation
Scheme Name |
Nippon India Power & Infra Fund-Growth Plan -Growth Option |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 0.91 | 5.78 |
Energy | 7.95 | 10.9 |
Industrials | 42.76 | 41.33 |
Basic Materials | 9.73 | 8.58 |
Technology | 2.27 | 0.51 |
Utilities | 17.64 | 10.5 |
Communication Services | 7.7 | 10.2 |
Financial Services | 1.81 | 4.53 |
Real Estate | 3.94 | 2.74 |
Consumer Cyclical | 3.24 | 4.92 |
Healthcare | 2.04 | - |
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