Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 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) | ₹2653 Cr | ₹258 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Oct 2020 | 01 Apr 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 50 TRI |
| Turn Over | 72% | 37% |
| Expense Ratio | 0.94 | 1.01 |
| Manager | Himanshu Mange | Pranav Gupta |
| ISIN Code | INF204KB12W7 | 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | -3.26% | -3.03% |
| 6 Month | -2.55% | -1.92% |
| 1 Year | -10.07% | -7.65% |
| 3 Year | 17.9% | 22.92% |
| 5 Year | 21.42% | - |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | -5.13% | -3.73% |
| 1 Year | -1.67% | 1.2% |
| 3 Year | 10.77% | 15.17% |
| 5 Year | 15.21% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 23.94% | 11.71% |
| 3 Year | 23.9% | 19.43% |
| 5 Year | 25.67% | - |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 19.51% | 20.35% |
| Sharp | 0.67% | 0.84% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -1.50% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | 3.74 | 2.55 |
| Small Cap | 94.34 | 95.18 |
| Mid Cap | 1.92 | 2.27 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.35 | 0.1 |
| Utilities | 2.69 | 2.94 |
| Consumer Defensive | 4.11 | 3.32 |
| Consumer Cyclical | 11.09 | 4.28 |
| Communication Services | 2.44 | 1.39 |
| Technology | 8.36 | 12.64 |
| Healthcare | 15.17 | 20.22 |
| Industrials | 19.48 | 10.31 |
| Basic Materials | 10.45 | 10.06 |
| Financial Services | 21.98 | 31.01 |
| Real Estate | 2.21 | 1.23 |
| Energy | 1.68 | 2.5 |
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