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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare

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tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Fund Nippon India Nifty Midcap 150 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) ₹1941 Cr ₹248 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 17 Feb 2021 01 Apr 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Smallcap 50 TRI
Turn Over 36% 37%
Expense Ratio 0.8 1.01
Manager Himanshu Mange Pranav Gupta
ISIN Code INF204KB15Z3 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 Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
1 Month 3.86% 4.26%
6 Month 10.81% 11.24%
1 Year 5.25% -1.95%
3 Year 22.46% 26%
5 Year - -

SIP Return Analysis

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
6 Month -0.5% -2%
1 Year 8.03% 3.42%
3 Year 16.29% 17.05%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
1 Year 18.36% 11.71%
3 Year 24.66% 19.43%
5 Year - -

Risk Management

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Standard Deviation 15.73% 20.25%
Sharp 0.96% 0.93%
Beta 1.00% 1.00%
Alpha -0.92% -1.51%

Fund Managers

Scheme Name Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Market Cap

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

Others 2.18 -0.04
Mid Cap 87.25 3.02
Large Cap 9.12 -
Small Cap 1.45 97.02

Sector Allocation

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

Others -0.14 -0.04
Utilities 3.2 3.15
Industrials 18.5 11.23
Financial Services 23.58 28.78
Consumer Cyclical 13.47 4.93
Basic Materials 9.61 11.24
Technology 10.45 13.47
Consumer Defensive 4.56 3.1
Healthcare 8.73 19.81
Real Estate 2.87 0
Energy 2.4 2.65
Communication Services 2.77 1.69

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