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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) | ₹1625 Cr | ₹924 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 | 5.18% | 0.7% |
| 6 Month | -1.66% | -8.37% |
| 1 Year | 4.25% | 1.51% |
| 3 Year | 28.1% | 17.75% |
| 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 | 11.65% | 2.31% |
| 1 Year | 10.42% | -5.42% |
| 3 Year | 23.21% | 12.29% |
| 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 | 22.61% | 16.01% |
| 3 Year | 24.62% | 17.69% |
| 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 | 16.186% | 13.179% |
| Sharp | 0.827% | 0.668% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0 | 0.48 |
| Mid Cap | 87.5 | 1.74 |
| Large Cap | 6.16 | 97.78 |
| Small Cap | 6.33 | - |
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 | 0.08 |
| Utilities | 2.01 | 7.7 |
| Industrials | 19.51 | - |
| Financial Services | 19.79 | 24.46 |
| Basic Materials | 11.04 | 4.77 |
| Technology | 10.24 | 33.47 |
| Healthcare | 10.94 | 1.97 |
| Consumer Cyclical | 12.96 | 8.48 |
| Real Estate | 3.43 | - |
| Energy | 2.6 | 6.43 |
| Communication Services | 3.16 | - |
| Consumer Defensive | 4.32 | 12.64 |
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