Nippon India Nifty 50 Value 20 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty Midcap 150 Index Fund - Regular 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) | ₹1857 Cr | ₹999 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Feb 2021 | 19 Feb 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 Value 20 TRI |
Turn Over | 36% | 39% |
Expense Ratio | 0.8 | 0.76 |
Manager | Himanshu Mange | Himanshu Mange |
ISIN Code | INF204KB15Z3 | INF204KB19Y8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.03% | 3.46% |
6 Month | 19.53% | 6.74% |
1 Year | -2.57% | -9.69% |
3 Year | 20.39% | 13.62% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.08% | 2.33% |
1 Year | 12.91% | -0.47% |
3 Year | 19.9% | 10.05% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 20.24% | 14.48% |
3 Year | 25.02% | 17.54% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.76% | 13.02% |
Sharp | 0.83% | 0.51% |
Beta | 1.00% | 1.00% |
Alpha | -0.91% | -0.93% |
Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular 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 Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.73 | 0.14 |
Mid Cap | 90.29 | 1.42 |
Small Cap | 3.02 | - |
Large Cap | 4.96 | 98.44 |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.09 | 0.14 |
Utilities | 3.23 | 7.86 |
Industrials | 19.34 | - |
Financial Services | 21.87 | 25.74 |
Basic Materials | 11.21 | 5.52 |
Technology | 9.92 | 28.93 |
Consumer Cyclical | 10.19 | 12.14 |
Healthcare | 12.2 | 4.46 |
Real Estate | 2.99 | - |
Energy | 2.49 | 4.85 |
Communication Services | 3.02 | - |
Consumer Defensive | 3.46 | 10.38 |
Top Comparisons
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns15.64%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns18.57%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns20.43%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns20.35%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.29%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.61%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns12.53%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns15.82%