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

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tortoise-icon HDFC Index Fund-NIFTY 50 Plan - 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 Index Fund-NIFTY 50 Plan - Growth Plan Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Fund HDFC Index Fund-NIFTY 50 Plan - 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) ₹11887 Cr ₹960 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Jul 2002 16 Oct 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Smallcap 250 TRI
Turn Over 8.28% 72%
Expense Ratio 0.4 0.88
Manager Arun Agarwal Himanshu Mange
ISIN Code INF179K01KZ8 INF204KB12W7
Exits Load Exit load of 0.25% if redeemed within 3 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Month 4.94% 5.51%
6 Month 12.32% 21.69%
1 Year 26.52% 60.31%
3 Year 16.45% 24.43%
5 Year 16.86% -

SIP Return Analysis

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.36% 21.16%
3 Year 27.59% 55.48%
5 Year 56.72% 74.31%

Rolling Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Year 19.05% 27.86%
3 Year 45.25% 73.79%
5 Year 62.66% 81.44%

Risk Management

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.46% 17.99%
Sharp 0.68% 1%
Beta 0.99% 1.01%
Alpha -1.8% -1.39%

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Fund Managers

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Name Arun Agarwal Himanshu Mange
Total AUM ₹110478 Cr ₹0 Cr
Fund Manage 14 10
HDFC Index Fund-NIFTY 50 Plan - Growth Plan Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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

Large Cap 98.56 0.33
Others 0.77 0.11
Mid Cap 0.67 3.33
Small Cap - 46.88

Sector Allocation

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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

Financial 32.93 7.62
Energy 14.54 2.24
Technology 12.07 2.84
Construction 4.37 2.81
Consumer Staples 8.05 3.25
Communication 3.6 1.22
Automobile 8.07 0.99
Healthcare 4.21 4.69
Metals & Mining 3.26 3.77
Consumer Discretionary 1.36 2.64
Materials 4.45 2.76
Services 1.96 2.41
Insurance 1.21 -
Others -0.08 -0.22
Capital Goods - 7.21
Diversified - 1.15
Chemicals - 4.03
Textiles - 1.24

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