Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

Invest Now

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 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) ₹2653 Cr ₹419 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 -4.93% -2.08%
6 Month -5.68% 2.35%
1 Year -11.56% 0.75%
3 Year 17.46% 21.57%
5 Year 21.11% -

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 -4.63% 1.93%
1 Year 1.25% 16.87%
3 Year 11.27% 17.89%
5 Year 15.11% -

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 23.94% 18.18%
3 Year 23.9% 24.06%
5 Year 25.67% -

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 19.51% 15.76%
Sharp 0.67% 0.96%
Beta 0.99% 1.00%
Alpha -1.39% -0.89%

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 3.74 2.72
Small Cap 94.34 1.33
Mid Cap 1.92 86.84
Large Cap - 9.11

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 0.35 0.04
Utilities 2.69 2.85
Consumer Defensive 4.11 4.2
Consumer Cyclical 11.09 13.04
Communication Services 2.44 3
Technology 8.36 10.55
Healthcare 15.17 8.43
Industrials 19.48 17.94
Basic Materials 10.45 9.12
Financial Services 21.98 25.66
Real Estate 2.21 2.92
Energy 1.68 2.27

Top Comparisons

Bandhan Banking & PSU Fund - Regular Growth Bandhan Banking & PSU Fund - Regular Growth

3Y Returns7.14%

VS

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

3Y Returns7.4%

Compare Now

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns14.88%

VS

Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option

3Y Returns14.08%

Compare Now

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns19.4%

VS

Quant Multi Asset Allocation Fund-Growth Quant Multi Asset Allocation Fund-Growth

3Y Returns20.25%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns13.78%

Compare Now
Add to Cart Successfully