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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) | ₹1027 Cr | ₹258 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 | 0.62% | -5.83% |
| 6 Month | 2.15% | -5.52% |
| 1 Year | -4.34% | -10.3% |
| 3 Year | 13.68% | 22.39% |
| 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 | 3.87% | -3.22% |
| 1 Year | 9.84% | 4.77% |
| 3 Year | 9.87% | 15.56% |
| 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 | 13.81% | 11.71% |
| 3 Year | 17.1% | 19.43% |
| 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 | 12.40% | 20.35% |
| Sharp | 0.51% | 0.84% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -1.50% |
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 | 0.03 | 2.55 |
| Large Cap | 99.97 | - |
| Small Cap | - | 95.18 |
| Mid Cap | - | 2.27 |
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 | 0.03 | 0.1 |
| Technology | 25.06 | 12.64 |
| Basic Materials | 4.94 | 10.06 |
| Healthcare | 3.63 | 20.22 |
| Financial Services | 38.95 | 31.01 |
| Consumer Defensive | 8.67 | 3.32 |
| Consumer Cyclical | 8.54 | 4.28 |
| Energy | 4.01 | 2.5 |
| Utilities | 6.17 | 2.94 |
| Communication Services | - | 1.39 |
| Real Estate | - | 1.23 |
| Industrials | - | 10.31 |
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