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) | ₹20527 Cr | ₹1857 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 | 2.2% | 2.97% |
6 Month | 12.06% | 18.78% |
1 Year | 1.04% | -1.22% |
3 Year | 13.98% | 21.93% |
5 Year | 18.07% | - |
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 | 3.16% | 4.08% |
1 Year | 10.77% | 12.91% |
3 Year | 12.71% | 19.9% |
5 Year | 13.07% | - |
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 | 14.08% | 20.24% |
3 Year | 12.8% | 25.02% |
5 Year | 12.57% | - |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.11% | 15.76% |
Sharp | 0.46% | 0.83% |
Beta | 1.00% | 1.00% |
Alpha | -0.42% | -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 | 2.99 | 1.77 |
Large Cap | 95.88 | 5.07 |
Mid Cap | 1.13 | 90.11 |
Small Cap | - | 3.04 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.16 | 0.1 |
Energy | 10.41 | 2.32 |
Technology | 10.5 | 10.22 |
Industrials | 5.88 | 19.35 |
Basic Materials | 6.29 | 11.21 |
Consumer Defensive | 6.94 | 3.54 |
Financial Services | 36.76 | 21.83 |
Healthcare | 3.74 | 11.93 |
Consumer Cyclical | 12.16 | 10.42 |
Communication Services | 4.64 | 2.9 |
Utilities | 2.53 | 3.19 |
Real Estate | - | 2.98 |
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