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HDFC Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹20527 Cr ₹2458 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 2.84% 4.86%
6 Month 13.27% 22.67%
1 Year 0.51% -6.76%
3 Year 13.86% 21.61%
5 Year 17.96% -

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 3.16% 3.91%
1 Year 10.77% 8.63%
3 Year 12.71% 18.32%
5 Year 13.07% -

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 14.08% 26.94%
3 Year 12.8% 25%
5 Year 12.57% -

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.11% 19.33%
Sharp 0.46% 0.71%
Beta 1.00% 0.99%
Alpha -0.42% -1.41%

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 2.99 0.78
Large Cap 95.88 0.21
Mid Cap 1.13 2
Small Cap - 97

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Others 0.16 0.15
Energy 10.41 1.3
Technology 10.5 7.93
Industrials 5.88 22.73
Basic Materials 6.29 12.09
Consumer Defensive 6.94 4.71
Financial Services 36.76 19.78
Healthcare 3.74 13.98
Consumer Cyclical 12.16 9.95
Communication Services 4.64 2.9
Utilities 2.53 2.67
Real Estate - 1.84

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