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) | ₹1857 Cr | ₹242 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 | 3.03% | 2.04% |
6 Month | 19.53% | 18.77% |
1 Year | -2.57% | -7.19% |
3 Year | 20.39% | 22.57% |
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 | 4.08% | 2.23% |
1 Year | 12.91% | 7% |
3 Year | 19.9% | 21.4% |
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 | 20.24% | 15.2% |
3 Year | 25.02% | 19% |
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 | 15.76% | 20.38% |
Sharp | 0.83% | 0.78% |
Beta | 1.00% | 1.00% |
Alpha | -0.91% | -1.54% |
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 | 1.73 | 0.16 |
Mid Cap | 90.29 | 2.49 |
Small Cap | 3.02 | 97.35 |
Large Cap | 4.96 | - |
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 | 0.09 | 0.16 |
Utilities | 3.23 | 5.35 |
Industrials | 19.34 | 18.02 |
Financial Services | 21.87 | 23.22 |
Basic Materials | 11.21 | 12.71 |
Technology | 9.92 | 11.37 |
Consumer Cyclical | 10.19 | 5.51 |
Healthcare | 12.2 | 13.65 |
Real Estate | 2.99 | 2.08 |
Energy | 2.49 | 2.92 |
Communication Services | 3.02 | 1.84 |
Consumer Defensive | 3.46 | 3.18 |
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