Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

Link copied to clipboard!

tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

Invest Now

tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 -0.36% 0.8%
6 Month 5.24% 3.54%
1 Year 9.34% -2.19%
3 Year 12.94% 13.77%
5 Year 14.37% -

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 2.03% 2.86%
1 Year 12.44% 7.46%
3 Year 12.59% 9.52%
5 Year 12.85% -

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 13.83% 13.81%
3 Year 12.89% 17.1%
5 Year 12.65% -

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 3.36 0.03
Large Cap 95.3 99.97
Mid Cap 1.34 -

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Others 0.05 0.03
Energy 10.88 4.01
Technology 10.22 25.06
Industrials 7.25 -
Basic Materials 6.17 4.94
Healthcare 4.32 3.63
Consumer Defensive 6.49 8.67
Financial Services 36.82 38.95
Consumer Cyclical 10.7 8.54
Communication Services 4.79 -
Utilities 2.32 6.17

Top Comparisons

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns6.89%

VS

Aditya Birla Sun Life Low Duration Fund - Growth Plan Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns6.92%

Compare Now

UTI Balanced Advantage Fund - Regular (G) UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns14%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns17.62%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.7%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns18.81%

VS

Bandhan Aggressive Hybrid Fund - Growth Bandhan Aggressive Hybrid Fund - Growth

3Y Returns15.4%

Compare Now
Add to Cart Successfully