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) | ₹787 Cr | ₹1051 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 | -3.1% | -1.08% |
| 6 Month | 0.51% | 2.56% |
| 1 Year | 10% | 1.5% |
| 3 Year | 12.31% | 13.06% |
| 5 Year | 12.03% | - |
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 | 0.66% | 3.39% |
| 1 Year | 9% | 10.1% |
| 3 Year | 10.86% | 9.32% |
| 5 Year | 11.61% | - |
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 | 12.62% | 11.6% |
| 3 Year | 12.88% | 16.07% |
| 5 Year | 12.68% | - |
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 | 12.35% | 12.88% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 6.38 | -0.02 |
| Large Cap | 92.38 | 100.02 |
| Mid Cap | 1.25 | - |
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 | 0.3 | -0.02 |
| Energy | 10.93 | 4.04 |
| Technology | 10.53 | 27.26 |
| Industrials | 7.05 | - |
| Basic Materials | 6.36 | 2.82 |
| Healthcare | 4.12 | 3.57 |
| Consumer Defensive | 6.39 | 8.53 |
| Financial Services | 36.45 | 38.96 |
| Consumer Cyclical | 10.75 | 8.78 |
| Communication Services | 4.8 | - |
| Utilities | 2.31 | 6.06 |
Top Comparisons
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.68%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns10.9%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns38.66%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns49.29%
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.37%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.38%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.1%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.08%