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) | ₹2458 Cr | ₹1121 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 | 4.86% | 2.82% |
6 Month | 22.67% | 13.2% |
1 Year | -6.76% | 0.41% |
3 Year | 21.61% | 13.7% |
5 Year | - | 17.7% |
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 | 3.91% | 3.13% |
1 Year | 8.63% | 10.65% |
3 Year | 18.32% | 12.59% |
5 Year | - | 12.9% |
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 | 19.33% | 12.11% |
Sharp | 0.71% | 0.45% |
Beta | 0.99% | 1.00% |
Alpha | -1.41% | -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 | 0.78 | 3.16 |
Small Cap | 97 | - |
Mid Cap | 2 | 1.13 |
Large Cap | 0.21 | 95.71 |
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 | 0.15 | 0.33 |
Utilities | 2.67 | 2.52 |
Financial Services | 19.78 | 36.7 |
Consumer Defensive | 4.71 | 6.93 |
Consumer Cyclical | 9.95 | 12.13 |
Technology | 7.93 | 10.48 |
Communication Services | 2.9 | 4.64 |
Industrials | 22.73 | 5.87 |
Basic Materials | 12.09 | 6.28 |
Healthcare | 13.98 | 3.74 |
Energy | 1.3 | 10.39 |
Real Estate | 1.84 | - |
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