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Aditya Birla Sun Life Nifty 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

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tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

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Chart Comparison

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

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) ₹1017 Cr ₹1213 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 2.85% 1.75%
6 Month 4.42% 6.25%
1 Year -3.66% 7.23%
3 Year 12.83% 12.33%
5 Year - 15.09%

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 3.43% 4.61%
1 Year 7.6% 17.54%
3 Year 9.88% 13.71%
5 Year - 13.42%

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% 13.6%
3 Year 17.1% 12.41%
5 Year - 12.05%

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 12.55% 12.46%
Sharp 0.58% 0.67%
Beta 1.00% 0.99%
Alpha -0.94% -1.98%

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 1.42 0.02
Large Cap 98.58 99.98

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 1.42 0.02
Technology 23.93 -
Basic Materials 5.18 -
Healthcare 3.49 -
Financial Services 37.6 -
Consumer Defensive 8.99 -
Consumer Cyclical 8.8 -
Energy 4.16 -
Utilities 6.44 -
Petroleum Products - 8.53
IT - Software - 9.91
Construction - 4.01
Ferrous Metals - 2.24
Consumer Durables - 2.27
Healthcare Services - 1.38
Diversified FMCG - 5.28
Non - Ferrous Metals - 1.04
Banks - 29.81
Pharmaceuticals & Biotechnology - 2.85
Cement & Cement Products - 2.14
Automobiles - 7.27
Insurance - 1.41
Agricultural Food & other Products - 0.64
Oil - 0.84
Food Products - 0.77
Aerospace & Defense - 1.29
Finance - 5.1
Telecom - Services - 4.74
Metals & Minerals Trading - 0.55
Consumable Fuels - 0.75
Transport Services - 1.04
Power - 2.46
Transport Infrastructure - 0.91
Retailing - 2.75

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