HDFC Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 | -0.21% | 1.71% |
| 6 Month | 2.97% | 3.04% |
| 1 Year | 11.2% | 7.05% |
| 3 Year | 14.35% | 23.54% |
| 5 Year | 13.92% | - |
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 | 4.5% | 4.12% |
| 1 Year | 16.7% | 18.78% |
| 3 Year | 13.19% | 17.96% |
| 5 Year | 13.02% | - |
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 | 13.79% | 13.19% |
| 3 Year | 12.91% | 23.04% |
| 5 Year | 12.67% | - |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.46% | 14.71% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 2.47 |
| Large Cap | 95.3 | 9.67 |
| Mid Cap | 1.34 | 86.6 |
| Small Cap | - | 1.26 |
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 | 0.01 |
| Energy | 10.88 | 2.41 |
| Technology | 10.22 | 10.08 |
| Industrials | 7.25 | 17.49 |
| Basic Materials | 6.17 | 9.54 |
| Healthcare | 4.32 | 8.36 |
| Consumer Defensive | 6.49 | 4.21 |
| Financial Services | 36.82 | 25.34 |
| Consumer Cyclical | 10.7 | 13.73 |
| Communication Services | 4.79 | 3.1 |
| Utilities | 2.32 | 2.83 |
| Real Estate | - | 2.89 |
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