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Nippon India Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

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tortoise-icon Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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tortoise-icon Nippon India Nifty 50 Value 20 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 Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Fund Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2483 Cr ₹992 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 01 Oct 2010 19 Feb 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY 50 Value 20 TRI
Turn Over 6% 39%
Expense Ratio 0.42 0.76
Manager Himanshu Mange Himanshu Mange
ISIN Code INF204K01IE3 INF204KB19Y8
Exits Load Nippon India Index Fund - Nifty 50 Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
1 Month 3.65% 1.29%
6 Month 8.18% -3.18%
1 Year 7.34% 0.64%
3 Year 18.03% 18.13%
5 Year 20.16% -

SIP Return Analysis

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
6 Month 9.49% 3.86%
1 Year 14.22% -2.8%
3 Year 15.96% 13.28%
5 Year 15.34% -

Rolling Lumpsum Returns

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
1 Year 11.52% 16.01%
3 Year 12.46% 17.69%
5 Year 12.11% -

Risk Management

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Standard Deviation 13.11% 13.88%
Sharp 0.63% 0.65%
Beta 1.00% 1.00%
Alpha -0.64% -0.93%

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Fund Managers

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Name Himanshu Mange Himanshu Mange
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 10 10
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Others 0.97 0.48
Large Cap 97.75 97.78
Mid Cap 1.27 1.74

Sector Allocation

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Others 0.11 0.08
Energy 10.96 6.43
Technology 13.96 33.47
Industrials 5.73 -
Basic Materials 5.84 4.77
Consumer Defensive 8 12.64
Financial Services 34.31 24.46
Healthcare 3.91 1.97
Consumer Cyclical 10.32 8.48
Communication Services 4.13 -
Utilities 2.75 7.7

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