Aditya Birla Sun Life Nifty 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Fund | Nippon India Nifty Smallcap 250 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) | ₹2479 Cr | ₹1114 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 16 Oct 2020 | 18 Sep 2002 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 TRI |
Turn Over | 72% | 16% |
Expense Ratio | 0.94 | 0.47 |
Manager | Himanshu Mange | Pranav Gupta |
ISIN Code | INF204KB12W7 | INF209K01LB2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
1 Month | -4.63% | 0.51% |
6 Month | 14.68% | 9.95% |
1 Year | -4.82% | 2.17% |
3 Year | 22.53% | 12.78% |
5 Year | - | 17.85% |
SIP Return Analysis
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
6 Month | 3.2% | 2.4% |
1 Year | -0.7% | 5.48% |
3 Year | 16.91% | 11.69% |
5 Year | - | 12.62% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
1 Year | 26.94% | 13.87% |
3 Year | 25% | 12.26% |
5 Year | - | 11.98% |
Risk Management
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 19.19% | 12.13% |
Sharp | 0.88% | 0.58% |
Beta | 0.99% | 1.00% |
Alpha | -1.42% | -0.56% |
Fund Managers
Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Others | 0.67 | 3.23 |
Small Cap | 97.14 | - |
Mid Cap | 1.99 | 1.14 |
Large Cap | 0.2 | 95.63 |
Sector Allocation
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Others | 0.09 | 0.36 |
Utilities | 2.89 | 2.58 |
Financial Services | 19.88 | 37.72 |
Consumer Defensive | 4.47 | 6.73 |
Consumer Cyclical | 9.57 | 11.28 |
Technology | 7.95 | 10.41 |
Communication Services | 2.82 | 4.63 |
Industrials | 22.72 | 5.91 |
Basic Materials | 12.38 | 6.1 |
Healthcare | 13.97 | 3.77 |
Energy | 1.34 | 10.51 |
Real Estate | 1.94 | - |
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