- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2679 Cr | ₹991 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 | 1.79% | 0.02% |
| 6 Month | 5.37% | 1.83% |
| 1 Year | 4.97% | -7.16% |
| 3 Year | 12.66% | 13.05% |
| 5 Year | 16.18% | - |
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 | 3.88% | 2.37% |
| 1 Year | 14.65% | 3.67% |
| 3 Year | 12.94% | 9.27% |
| 5 Year | 12.84% | - |
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 | 11.21% | 13.81% |
| 3 Year | 12.57% | 17.1% |
| 5 Year | 12.2% | - |
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 | 11.67% | 12.55% |
| Sharp | 0.57% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.58% | -0.94% |
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 | 3.05 | 0.05 |
| Large Cap | 95.55 | 99.95 |
| Mid Cap | 1.4 | 0 |
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 | -0.07 | 0.05 |
| Energy | 10.37 | 4.19 |
| Technology | 9.91 | 23.74 |
| Industrials | 7.09 | - |
| Basic Materials | 6.33 | 4.97 |
| Healthcare | 4.3 | 3.67 |
| Consumer Defensive | 6.79 | 8.92 |
| Financial Services | 36.5 | 37.45 |
| Consumer Cyclical | 11.68 | 10.35 |
| Communication Services | 4.54 | - |
| Utilities | 2.56 | 6.65 |
Top Comparisons
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns17.3%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.54%
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
3Y Returns0%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns21.11%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns20.52%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns23.07%
