Aditya Birla Sun Life Nifty 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹991 Cr | ₹1152 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 Feb 2021 | 18 Sep 2002 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY 50 TRI |
Turn Over | 39% | 16% |
Expense Ratio | 0.76 | 0.47 |
Manager | Himanshu Mange | Pranav Gupta |
ISIN Code | INF204KB19Y8 | INF209K01LB2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
1 Month | 0.02% | 1.47% |
6 Month | 5.29% | 8.46% |
1 Year | -7.06% | 4.68% |
3 Year | 15.13% | 14.77% |
5 Year | - | 17.57% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
6 Month | 1.04% | 3.04% |
1 Year | 1.55% | 14.18% |
3 Year | 9.37% | 13.18% |
5 Year | - | 13.21% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
1 Year | 13.81% | 13.72% |
3 Year | 17.1% | 12.31% |
5 Year | - | 12.01% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 12.71% | 11.77% |
Sharp | 0.62% | 0.59% |
Beta | 1.00% | 1.00% |
Alpha | -0.94% | -0.55% |
Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Name | Himanshu Mange | Pranav Gupta |
Total AUM | ₹0 Cr | ₹10003 Cr |
Funds Managed | 10 | 9 |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Others | 0.05 | 3.08 |
Large Cap | 99.95 | 95.52 |
Mid Cap | 0 | 1.4 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Others | 0.05 | -0.03 |
Technology | 23.74 | 9.91 |
Basic Materials | 4.97 | 6.32 |
Healthcare | 3.67 | 4.3 |
Financial Services | 37.45 | 36.49 |
Consumer Defensive | 8.92 | 6.79 |
Consumer Cyclical | 10.35 | 11.68 |
Energy | 4.19 | 10.37 |
Utilities | 6.65 | 2.56 |
Industrials | - | 7.09 |
Communication Services | - | 4.54 |
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