Aditya Birla Sun Life Nifty 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

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tortoise-icon Nippon India Nifty Smallcap 250 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 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) ₹960 Cr ₹732 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 16 Oct 2020 05 Sep 2002
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY 50 TRI
Turn Over 72% 16%
Expense Ratio 0.88 0.48
Manager Himanshu Mange Pranav Gupta
ISIN Code INF204KB12W7 INF209K01LB2
Exits Load Nil/365 Nil/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 6.7% 5.13%
6 Month 20.99% 12.43%
1 Year 61% 27.29%
3 Year 25.27% 16.65%
5 Year - 16.82%

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 - -
1 Year 21.16% 11.3%
3 Year 55.48% 27.26%
5 Year 74.31% 55.85%

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 27.86% 18.81%
3 Year 73.79% 44.57%
5 Year 81.44% 61.73%

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 17.99% 12.46%
Sharp 1% 0.67%
Beta 1.01% 0.99%
Alpha -1.39% -1.98%

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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
Fund Manage 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

Mid Cap 3.33 0.67
Small Cap 46.88 -
Others 0.11 1.08
Large Cap 0.33 98.22

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

Capital Goods 7.21 -
Consumer Discretionary 2.64 1.36
Healthcare 4.69 4.19
Metals & Mining 3.77 3.23
Financial 7.62 32.81
Technology 2.84 12.03
Construction 2.81 4.36
Diversified 1.15 -
Others -0.22 0.24
Chemicals 4.03 -
Consumer Staples 3.25 8.01
Energy 2.24 14.49
Communication 1.22 3.59
Services 2.41 1.96
Materials 2.76 4.45
Textiles 1.24 -
Automobile 0.99 8.04
Insurance - 1.21

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