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) | ₹20409 Cr | ₹992 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 | 3.6% | 2.46% |
6 Month | 6.66% | -3.56% |
1 Year | 5.59% | -1.3% |
3 Year | 17.98% | 17.67% |
5 Year | 20.01% | - |
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 | 9.06% | 4.4% |
1 Year | 13.92% | -1.7% |
3 Year | 15.14% | 12.53% |
5 Year | 15.05% | - |
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 | 14.24% | 16.01% |
3 Year | 12.7% | 17.69% |
5 Year | 12.53% | - |
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 | 12.68% | 13.37% |
Sharp | 0.87% | 0.84% |
Beta | 1.00% | 1.00% |
Alpha | -0.43% | -0.94% |
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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 | 0.93 | 0.55 |
Large Cap | 97.97 | 98.03 |
Mid Cap | 1.1 | 1.41 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.13 | 0.55 |
Energy | 10.81 | 4.81 |
Technology | 11.25 | 29.93 |
Industrials | 6.02 | - |
Basic Materials | 5.79 | 4.98 |
Consumer Defensive | 6.74 | 10.23 |
Financial Services | 37.55 | 25.55 |
Healthcare | 3.65 | 4.17 |
Consumer Cyclical | 11.04 | 12.17 |
Communication Services | 4.44 | - |
Utilities | 2.58 | 7.61 |
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