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 Smallcap 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 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 50 Value 20 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Fund Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1024 Cr ₹252 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 19 Feb 2021 01 Apr 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Value 20 TRI NIFTY Smallcap 50 TRI
Turn Over 39% 37%
Expense Ratio 0.76 1.01
Manager Himanshu Mange Pranav Gupta
ISIN Code INF204KB19Y8 INF209KB1V83
Exits Load Data not available./365 Aditya Birla Sun Life Nifty Smallcap 50 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 50 Value 20 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
1 Month -3.04% -5.58%
6 Month -4.64% 7.44%
1 Year -10.43% -3.6%
3 Year 13.78% 26.16%
5 Year - -

SIP Return Analysis

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
6 Month -0.35% 9.16%
1 Year -8.77% 9.22%
3 Year 10.11% 25.66%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
1 Year 14.48% 15.2%
3 Year 17.54% 19%
5 Year - -

Risk Management

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Standard Deviation 13.37% 19.97%
Sharp 0.84% 1.20%
Beta 1.00% 1.00%
Alpha -0.94% -1.55%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Name Himanshu Mange Pranav Gupta
Total AUM ₹0 Cr ₹10003 Cr
Funds Managed 10 9
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Market Cap

Scheme Name

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Others 0.47 0.05
Large Cap 98.03 -
Mid Cap 1.5 2.34
Small Cap - 97.61

Sector Allocation

Scheme Name

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Others 0.47 0.05
Technology 30.69 12.26
Basic Materials 5.44 12.57
Healthcare 4.24 11.79
Financial Services 24.77 25.37
Consumer Defensive 10.1 2.89
Consumer Cyclical 11.83 5.19
Energy 4.79 2.89
Utilities 7.68 5.86
Communication Services - 1.79
Industrials - 17.17
Real Estate - 2.18

Top Comparisons

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns25.32%

VS

PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option

3Y Returns15.76%

Compare Now

DSP Focused Fund - Regular Plan - Growth DSP Focused Fund - Regular Plan - Growth

3Y Returns18.6%

VS

UTI Focused Fund- Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option

3Y Returns15.14%

Compare Now

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.9%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns14.9%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns8.19%

VS

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns8.3%

Compare Now
Add to Cart Successfully