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HDFC Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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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 Midcap 150 Index Fund - Regular Plan - Growth Option
Fund HDFC Nifty 50 Index Fund - Growth Plan Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22531 Cr ₹2106 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 18 Jul 2002 17 Feb 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Midcap 150 TRI
Turn Over 8.28% 36%
Expense Ratio 0.36 0.8
Manager Arun Agarwal Himanshu Mange
ISIN Code INF179K01KZ8 INF204KB15Z3
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 Midcap 150 Index Fund - Regular Plan - Growth Option
1 Month -0.65% -1.07%
6 Month 2.42% 1.94%
1 Year 10.59% 4.91%
3 Year 13.89% 23.46%
5 Year 14.45% -

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
6 Month 2.03% 0.92%
1 Year 12.44% 12.75%
3 Year 12.59% 17.38%
5 Year 12.85% -

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
1 Year 13.83% 18.36%
3 Year 12.89% 24.66%
5 Year 12.65% -

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Standard Deviation 11.55% 15.73%
Sharp 0.53% 0.96%
Beta 1.00% 1.00%
Alpha -0.41% -0.91%

Fund Managers

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Others 3.36 2.76
Large Cap 95.3 9.15
Mid Cap 1.34 86.76
Small Cap - 1.33

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Others 0.05 0.06
Energy 10.88 2.27
Technology 10.22 10.59
Industrials 7.25 18
Basic Materials 6.17 9.15
Healthcare 4.32 8.47
Consumer Defensive 6.49 4.21
Financial Services 36.82 25.35
Consumer Cyclical 10.7 13.09
Communication Services 4.79 3.01
Utilities 2.32 2.86
Real Estate - 2.93

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