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) | ₹20409 Cr | ₹2269 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 | 3.6% | 4.07% |
6 Month | 6.66% | -2.04% |
1 Year | 5.59% | -0.19% |
3 Year | 17.98% | 28.59% |
5 Year | 20.01% | - |
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 | 9.06% | 15.06% |
1 Year | 13.92% | 13.19% |
3 Year | 15.14% | 23.34% |
5 Year | 15.05% | - |
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 | 14.24% | 28.09% |
3 Year | 12.7% | 24.75% |
5 Year | 12.53% | - |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.68% | 19.28% |
Sharp | 0.87% | 1.09% |
Beta | 1.00% | 0.99% |
Alpha | -0.43% | -1.42% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.93 | 0.77 |
Large Cap | 97.97 | 0.14 |
Mid Cap | 1.1 | 1.78 |
Small Cap | - | 97.31 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.13 | 0.23 |
Energy | 10.81 | 1.4 |
Technology | 11.25 | 8.56 |
Industrials | 6.02 | 23.41 |
Basic Materials | 5.79 | 12.13 |
Consumer Defensive | 6.74 | 4.48 |
Financial Services | 37.55 | 19.52 |
Healthcare | 3.65 | 12.79 |
Consumer Cyclical | 11.04 | 9.69 |
Communication Services | 4.44 | 2.91 |
Utilities | 2.58 | 2.86 |
Real Estate | - | 2.03 |
Top Comparisons
Bandhan Bond Fund Income Plan Regular-Growth
3Y Returns6.45%
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option
3Y Returns9.31%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns19.83%
Axis Multi Factor FoF Passive - Regular Plan - Growth Option
3Y Returns17.5%
ITI Small Cap Fund Regular - Growth
3Y Returns32.96%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns27.06%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns20.34%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns19.14%