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) | ₹20930 Cr | ₹991 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 | 2.03% | 0.4% |
6 Month | 9.09% | 5.69% |
1 Year | 4.9% | -6.75% |
3 Year | 14.56% | 14.65% |
5 Year | 17.66% | - |
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 | 3.08% | 1.04% |
1 Year | 14.31% | 1.55% |
3 Year | 13.31% | 9.37% |
5 Year | 13.37% | - |
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 | 13.96% | 13.81% |
3 Year | 12.79% | 17.1% |
5 Year | 12.6% | - |
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 | 11.78% | 12.71% |
Sharp | 0.60% | 0.62% |
Beta | 1.00% | 1.00% |
Alpha | -0.42% | -0.94% |
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 | 3.09 | 0.05 |
Large Cap | 95.52 | 99.95 |
Mid Cap | 1.4 | 0 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.03 | 0.05 |
Energy | 10.37 | 4.19 |
Technology | 9.91 | 23.74 |
Industrials | 7.09 | - |
Basic Materials | 6.32 | 4.97 |
Healthcare | 4.29 | 3.67 |
Consumer Defensive | 6.79 | 8.92 |
Financial Services | 36.49 | 37.45 |
Consumer Cyclical | 11.68 | 10.35 |
Communication Services | 4.54 | - |
Utilities | 2.56 | 6.65 |
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