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) | ₹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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