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

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HDFC Nifty 50 Index Fund - Growth Plan

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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)	₹22531 Cr	₹2653 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

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Month	-0.4%	-4.93%
6 Month	4.55%	-5.68%
1 Year	7.59%	-11.56%
3 Year	13.01%	17.46%
5 Year	14.25%	21.11%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
6 Month	3.59%	-4.63%
1 Year	16.33%	1.25%
3 Year	13.08%	11.27%
5 Year	12.95%	15.11%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Year	13.86%	24.53%
3 Year	12.89%	23.99%
5 Year	12.64%	26.38%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Standard Deviation	11.55%	19.51%
Sharp	0.53%	0.67%
Beta	1.00%	0.99%
Alpha	-0.41%	-1.39%

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

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Others	3.36	3.74
Large Cap	95.3	-
Mid Cap	1.34	1.92
Small Cap	-	94.34

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Others	0.05	0.35
Energy	10.88	1.68
Technology	10.22	8.36
Industrials	7.25	19.48
Basic Materials	6.17	10.45
Healthcare	4.32	15.17
Consumer Defensive	6.49	4.11
Financial Services	36.82	21.98
Consumer Cyclical	10.7	11.09
Communication Services	4.79	2.44
Utilities	2.32	2.69
Real Estate	-	2.21