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) | ₹2563 Cr | ₹1152 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 | 0.13% | 1.78% |
| 6 Month | 12.23% | 5.35% |
| 1 Year | -6.36% | 4.94% |
| 3 Year | 20.72% | 12.71% |
| 5 Year | 26.52% | 16.4% |
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 | 1.58% | 3.87% |
| 1 Year | 11.26% | 14.62% |
| 3 Year | 16.68% | 12.98% |
| 5 Year | 18.58% | 12.95% |
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 | 26.02% | 13.72% |
| 3 Year | 24.73% | 12.31% |
| 5 Year | - | 12.01% |
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 | 19.30% | 11.68% |
| Sharp | 0.78% | 0.57% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.55% |
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 | 2.12 | 3.08 |
| Small Cap | 95.66 | - |
| Mid Cap | 2.22 | 1.4 |
| Large Cap | 0 | 95.52 |
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 | -0.03 |
| Utilities | 2.88 | 2.56 |
| Financial Services | 20.62 | 36.49 |
| Consumer Defensive | 3.99 | 6.79 |
| Consumer Cyclical | 11.34 | 11.68 |
| Technology | 8.42 | 9.91 |
| Communication Services | 2.62 | 4.54 |
| Healthcare | 14.97 | 4.3 |
| Industrials | 20.54 | 7.09 |
| Basic Materials | 11.19 | 6.32 |
| Energy | 1.67 | 10.37 |
| Real Estate | 1.85 | - |
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