HDFC Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹22531 Cr | ₹2682 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 18 Jul 2002 | 16 Oct 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 8.28% | 72% |
| Expense Ratio | 0.36 | 0.94 |
| Manager | Arun Agarwal | Himanshu Mange |
| ISIN Code | INF179K01KZ8 | INF204KB12W7 |
| 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 Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.61% | -0.81% |
| 6 Month | 2.24% | -10.02% |
| 1 Year | 11.23% | -3.99% |
| 3 Year | 13.66% | 18.78% |
| 5 Year | 13.06% | 19.77% |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.65% | -4.58% |
| 1 Year | 9.12% | -2.18% |
| 3 Year | 11.05% | 8.56% |
| 5 Year | 11.86% | 13.7% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.79% | 20.82% |
| 3 Year | 12.91% | 23.75% |
| 5 Year | 12.67% | 23.6% |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.46% | 17.99% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.38 | 7.15 |
| Large Cap | 95.36 | - |
| Mid Cap | 1.26 | 1.73 |
| Small Cap | - | 91.12 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.01 | 0 |
| Energy | 10.93 | 1.67 |
| Technology | 10.41 | 7.89 |
| Industrials | 7.04 | 19.01 |
| Basic Materials | 6.38 | 11.17 |
| Healthcare | 4.15 | 15.31 |
| Consumer Defensive | 6.41 | 4.09 |
| Financial Services | 36.57 | 22.5 |
| Consumer Cyclical | 10.85 | 11.28 |
| Communication Services | 4.92 | 2.38 |
| Utilities | 2.32 | 2.56 |
| Real Estate | - | 2.15 |
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