Franklin India Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
| Investment Plan | IDCW | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹775 Cr | ₹1027 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Aug 2000 | 19 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY 50 Value 20 TRI |
| Turn Over | 18.1% | 39% |
| Expense Ratio | 0.63 | 0.76 |
| Manager | Sandeep Manam | Himanshu Mange |
| ISIN Code | INF090I01890 | INF204KB19Y8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.73% | 0.62% |
| 6 Month | 4.35% | 2.15% |
| 1 Year | 6.84% | -4.34% |
| 3 Year | 12.76% | 13.68% |
| 5 Year | 13.94% | - |
SIP Return Analysis
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.61% | 3.87% |
| 1 Year | 16.2% | 9.84% |
| 3 Year | 12.88% | 9.87% |
| 5 Year | 12.69% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.69% | 13.81% |
| 3 Year | 12.86% | 17.1% |
| 5 Year | 12.64% | - |
Risk Management
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.47% | 12.40% |
| Sharp | 0.51% | 0.51% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.64% | -0.93% |
Fund Managers
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sandeep Manam | Himanshu Mange |
| Total AUM | ₹74256 Cr | ₹0 Cr |
| Funds Managed | 20 | 10 |
| Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.53 | 0.03 |
| Large Cap | 95.13 | 99.97 |
| Mid Cap | 1.34 | - |
Sector Allocation
| Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.23 | 0.03 |
| Energy | 10.86 | 4.01 |
| Technology | 10.21 | 25.06 |
| Industrials | 7.24 | - |
| Basic Materials | 6.16 | 4.94 |
| Healthcare | 4.31 | 3.63 |
| Consumer Defensive | 6.47 | 8.67 |
| Financial Services | 36.75 | 38.95 |
| Consumer Cyclical | 10.68 | 8.54 |
| Communication Services | 4.78 | - |
| Utilities | 2.31 | 6.17 |
Top Comparisons
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.31%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.67%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns33.32%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns35.64%
Kotak Midcap Fund - Growth
3Y Returns20.28%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns23.44%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.34%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.62%