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) | ₹2864 Cr | ₹2690 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 | 1.04% | -3.54% |
| 6 Month | 6.52% | 0.04% |
| 1 Year | 10.41% | -5.79% |
| 3 Year | 12.8% | 19.18% |
| 5 Year | 15.52% | 23.35% |
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 | 4.62% | -2.4% |
| 1 Year | 17.59% | 4.52% |
| 3 Year | 13.69% | 13.37% |
| 5 Year | 13.32% | 16.68% |
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 | 10.97% | 24.69% |
| 3 Year | 12.63% | 24.07% |
| 5 Year | 12.28% | 26.48% |
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% | 19.30% |
| Sharp | 0.65% | 0.78% |
| Beta | 0.99% | 0.99% |
| Alpha | -2.22% | -1.39% |
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 | 3.73 | 2.85 |
| Large Cap | 94.89 | - |
| Mid Cap | 1.38 | 2.1 |
| Small Cap | - | 95.05 |
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 | 0.49 | 0.23 |
| Energy | 10.66 | 1.68 |
| Technology | 9.9 | 8.44 |
| Industrials | 7.25 | 19.92 |
| Basic Materials | 6.38 | 11.14 |
| Healthcare | 4.22 | 14.88 |
| Consumer Defensive | 6.7 | 3.96 |
| Financial Services | 36.32 | 21.36 |
| Consumer Cyclical | 10.86 | 11.15 |
| Communication Services | 4.74 | 2.55 |
| Utilities | 2.46 | 2.84 |
| Real Estate | - | 1.86 |
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