Aditya Birla Sun Life Nifty Midcap 150 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 Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2690 Cr | ₹406 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Oct 2020 | 01 Apr 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 72% | 37% |
| Expense Ratio | 0.94 | 1.01 |
| Manager | Himanshu Mange | Pranav Gupta |
| ISIN Code | INF204KB12W7 | INF209KB1W41 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | -4.77% | 0.31% |
| 6 Month | -4.07% | 3.28% |
| 1 Year | -10.46% | 2.41% |
| 3 Year | 17.99% | 21.4% |
| 5 Year | 22.32% | - |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | -2.4% | 4.19% |
| 1 Year | 4.52% | 18.84% |
| 3 Year | 13.37% | 19.4% |
| 5 Year | 16.68% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 24.53% | 18.18% |
| 3 Year | 23.99% | 24.06% |
| 5 Year | 26.38% | - |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 19.30% | 15.76% |
| Sharp | 0.78% | 0.97% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.90% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 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 Midcap 150 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 2.85 | 2.66 |
| Small Cap | 95.05 | 1.37 |
| Mid Cap | 2.1 | 87.06 |
| Large Cap | - | 8.91 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.23 | 0.03 |
| Utilities | 2.84 | 3.06 |
| Consumer Defensive | 3.96 | 4.34 |
| Consumer Cyclical | 11.15 | 13.03 |
| Communication Services | 2.55 | 2.86 |
| Technology | 8.44 | 10.62 |
| Healthcare | 14.88 | 8.44 |
| Industrials | 19.92 | 18.14 |
| Basic Materials | 11.14 | 9.3 |
| Financial Services | 21.36 | 24.7 |
| Energy | 1.68 | 2.39 |
| Real Estate | 1.86 | 3.07 |
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