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) | ₹2690 Cr | ₹1213 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 | -4.77% | 2.34% |
| 6 Month | -4.07% | 6.31% |
| 1 Year | -10.46% | 6.81% |
| 3 Year | 17.99% | 12.56% |
| 5 Year | 22.32% | 15.22% |
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 | -3.62% | 4.58% |
| 1 Year | 1.72% | 17.83% |
| 3 Year | 11.5% | 13.44% |
| 5 Year | 15.38% | 13.13% |
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 | 24.53% | 13.6% |
| 3 Year | 23.99% | 12.41% |
| 5 Year | 26.38% | 12.05% |
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 | 19.51% | 11.55% |
| Sharp | 0.67% | 0.52% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.54% |
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 | 2.85 | 0.02 |
| Small Cap | 95.05 | - |
| Mid Cap | 2.1 | - |
| Large Cap | - | 99.98 |
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 | 0.23 | 0.02 |
| Utilities | 2.84 | - |
| Consumer Defensive | 3.96 | - |
| Consumer Cyclical | 11.15 | - |
| Communication Services | 2.55 | - |
| Technology | 8.44 | - |
| Healthcare | 14.88 | - |
| Industrials | 19.92 | - |
| Basic Materials | 11.14 | - |
| Financial Services | 21.36 | - |
| Energy | 1.68 | - |
| Real Estate | 1.86 | - |
| 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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