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) | ₹2572 Cr | ₹2479 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 | -1.55% | -6.35% |
6 Month | 8.05% | 14% |
1 Year | 2.83% | -3.58% |
3 Year | 12.23% | 21.75% |
5 Year | 17.51% | - |
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 | 2.41% | 3.2% |
1 Year | 5.5% | -0.7% |
3 Year | 11.64% | 16.91% |
5 Year | 12.48% | - |
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 | 11.36% | 26.94% |
3 Year | 12.56% | 25% |
5 Year | 12.17% | - |
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 | 12.12% | 19.19% |
Sharp | 0.58% | 0.88% |
Beta | 1.00% | 0.99% |
Alpha | -0.61% | -1.42% |
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 | 3.15 | 0.67 |
Large Cap | 95.71 | 0.2 |
Mid Cap | 1.14 | 1.99 |
Small Cap | - | 97.14 |
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 | 0.29 | 0.09 |
Energy | 10.52 | 1.34 |
Technology | 10.42 | 7.95 |
Industrials | 5.91 | 22.72 |
Basic Materials | 6.11 | 12.38 |
Consumer Defensive | 6.73 | 4.47 |
Financial Services | 37.75 | 19.88 |
Healthcare | 3.77 | 13.97 |
Consumer Cyclical | 11.28 | 9.57 |
Communication Services | 4.63 | 2.82 |
Utilities | 2.58 | 2.89 |
Real Estate | - | 1.94 |
Top Comparisons
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns18.49%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns15.79%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns7.31%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.38%
Bandhan Retirement Fund - Regular (G)
3Y Returns0%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns12.46%
SBI Focused Fund - Regular Plan -Growth
3Y Returns14.52%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns23.75%