Nippon India Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3052 Cr | ₹2106 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Oct 2010 | 17 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 6% | 36% |
| Expense Ratio | 0.42 | 0.8 |
| Manager | Himanshu Mange | Himanshu Mange |
| ISIN Code | INF204K01IE3 | INF204KB15Z3 |
| 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 Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.4% | -2.08% |
| 6 Month | 4.51% | 2.4% |
| 1 Year | 7.5% | 0.94% |
| 3 Year | 12.82% | 21.49% |
| 5 Year | 13.83% | - |
SIP Return Analysis
| Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.57% | 2% |
| 1 Year | 16.23% | 17.07% |
| 3 Year | 12.93% | 17.89% |
| 5 Year | 12.7% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.92% | 18.36% |
| 3 Year | 12.63% | 24.66% |
| 5 Year | 12.29% | - |
Risk Management
| Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.46% | 15.73% |
| Sharp | 0.65% | 0.96% |
| Beta | 0.99% | 1.00% |
| Alpha | -2.22% | -0.91% |
Fund Managers
| Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.34 | 2.76 |
| Large Cap | 95.31 | 9.15 |
| Mid Cap | 1.34 | 86.76 |
| Small Cap | - | 1.33 |
Sector Allocation
| Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.03 | 0.06 |
| Energy | 10.88 | 2.27 |
| Technology | 10.23 | 10.59 |
| Industrials | 7.25 | 18 |
| Basic Materials | 6.17 | 9.15 |
| Healthcare | 4.32 | 8.47 |
| Consumer Defensive | 6.49 | 4.21 |
| Financial Services | 36.82 | 25.35 |
| Consumer Cyclical | 10.7 | 13.09 |
| Communication Services | 4.79 | 3.01 |
| Utilities | 2.32 | 2.86 |
| Real Estate | - | 2.93 |
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