HDFC Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹22531 Cr | ₹1027 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Jul 2002 | 19 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY 50 Value 20 TRI |
| Turn Over | 8.28% | 39% |
| Expense Ratio | 0.36 | 0.76 |
| Manager | Arun Agarwal | Himanshu Mange |
| ISIN Code | INF179K01KZ8 | INF204KB19Y8 |
| Exits Load | HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.42% | 1.74% |
| 6 Month | 5.81% | 3.65% |
| 1 Year | 5.97% | -5.02% |
| 3 Year | 13.04% | 13.61% |
| 5 Year | 14.76% | - |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.59% | 3.87% |
| 1 Year | 16.33% | 9.84% |
| 3 Year | 13.08% | 9.87% |
| 5 Year | 12.95% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.86% | 13.81% |
| 3 Year | 12.89% | 17.1% |
| 5 Year | 12.64% | - |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.55% | 12.40% |
| Sharp | 0.53% | 0.51% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.41% | -0.93% |
Fund Managers
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Arun Agarwal | Himanshu Mange |
| Total AUM | ₹110478 Cr | ₹0 Cr |
| Funds Managed | 14 | 10 |
| HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.75 | 1.42 |
| Large Cap | 94.87 | 98.58 |
| Mid Cap | 1.38 | - |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.51 | 1.42 |
| Energy | 10.66 | 4.16 |
| Technology | 9.9 | 23.93 |
| Industrials | 7.25 | - |
| Basic Materials | 6.38 | 5.18 |
| Healthcare | 4.22 | 3.49 |
| Consumer Defensive | 6.7 | 8.99 |
| Financial Services | 36.32 | 37.6 |
| Consumer Cyclical | 10.86 | 8.8 |
| Communication Services | 4.74 | - |
| Utilities | 2.46 | 6.44 |
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