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 | -0.65% | -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 |
Top Comparisons
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.63%
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns14.61%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns19.93%
HDFC Money Market Fund - Growth Option
3Y Returns7.43%
HSBC Money Market Fund - Regular Growth
3Y Returns7.23%
Franklin India Large Cap Fund-Growth
3Y Returns15.95%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns14.59%