Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 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 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 |
Top Comparisons
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns25.13%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns25.69%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.12%
Mirae Asset Money Market Fund Regular Growth
3Y Returns7.19%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns7.18%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.5%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.67%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns24.61%