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) | ₹20409 Cr | ₹1743 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 | 3.65% | 3.83% |
6 Month | 8.23% | 3.44% |
1 Year | 7.44% | 4.94% |
3 Year | 18.27% | 28.95% |
5 Year | 20.69% | - |
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 | 9.52% | 12.91% |
1 Year | 14.33% | 13.93% |
3 Year | 16.16% | 24.48% |
5 Year | 15.67% | - |
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 | 14.24% | 22.61% |
3 Year | 12.7% | 24.62% |
5 Year | 12.53% | - |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.12% | 16.97% |
Sharp | 0.64% | 1.05% |
Beta | 1.00% | 1.00% |
Alpha | -0.42% | -0.93% |
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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 | 0.91 | 0 |
Large Cap | 97.82 | 6.16 |
Mid Cap | 1.27 | 87.5 |
Small Cap | - | 6.33 |
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 |
Energy | 10.97 | 2.6 |
Technology | 13.97 | 10.24 |
Industrials | 5.74 | 19.51 |
Basic Materials | 5.84 | 11.04 |
Consumer Defensive | 8 | 4.32 |
Financial Services | 34.33 | 19.79 |
Healthcare | 3.91 | 10.94 |
Consumer Cyclical | 10.32 | 12.96 |
Communication Services | 4.13 | 3.16 |
Utilities | 2.75 | 2.01 |
Real Estate | - | 3.43 |
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