Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Chart Comparison
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) | ₹1004 Cr | ₹242 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 | 3.46% | 2.04% |
6 Month | 6.74% | 18.77% |
1 Year | -9.69% | -7.19% |
3 Year | 13.62% | 22.57% |
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 | 2.33% | 2.23% |
1 Year | -0.47% | 7% |
3 Year | 10.05% | 21.4% |
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 | 13.02% | 20.38% |
Sharp | 0.51% | 0.78% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -1.54% |
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 | 0.14 | 0.16 |
Large Cap | 98.44 | - |
Mid Cap | 1.42 | 2.49 |
Small Cap | - | 97.35 |
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 | 0.14 | 0.16 |
Technology | 28.93 | 11.37 |
Basic Materials | 5.52 | 12.71 |
Healthcare | 4.46 | 13.65 |
Financial Services | 25.74 | 23.22 |
Consumer Defensive | 10.38 | 3.18 |
Consumer Cyclical | 12.14 | 5.51 |
Energy | 4.85 | 2.92 |
Utilities | 7.86 | 5.35 |
Communication Services | - | 1.84 |
Industrials | - | 18.02 |
Real Estate | - | 2.08 |
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