Nippon India Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | 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) | ₹3061 Cr | ₹2682 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Oct 2010 | 16 Oct 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 6% | 72% |
| Expense Ratio | 0.42 | 0.94 |
| Manager | Himanshu Mange | Himanshu Mange |
| ISIN Code | INF204K01IE3 | INF204KB12W7 |
| 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 Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.67% | -5.92% |
| 6 Month | 2.85% | -9.06% |
| 1 Year | 11.2% | 2.27% |
| 3 Year | 13.56% | 19.01% |
| 5 Year | 13.35% | 19.54% |
SIP Return Analysis
| Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.03% | -9.72% |
| 1 Year | 2.49% | -14.46% |
| 3 Year | 9.13% | 4.68% |
| 5 Year | 10.71% | 11.64% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.91% | 19.8% |
| 3 Year | 12.66% | 23.63% |
| 5 Year | 12.31% | 23.15% |
Risk Management
| Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.46% | 17.99% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.34 | 7.15 |
| Large Cap | 95.39 | - |
| Mid Cap | 1.26 | 1.73 |
| Small Cap | - | 91.12 |
Sector Allocation
| Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.03 | 0 |
| Energy | 10.94 | 1.67 |
| Technology | 10.42 | 7.89 |
| Industrials | 7.04 | 19.01 |
| Basic Materials | 6.38 | 11.17 |
| Healthcare | 4.15 | 15.31 |
| Consumer Defensive | 6.41 | 4.09 |
| Financial Services | 36.58 | 22.5 |
| Consumer Cyclical | 10.86 | 11.28 |
| Communication Services | 4.93 | 2.38 |
| Utilities | 2.32 | 2.56 |
| Real Estate | - | 2.15 |
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