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Nippon India Nifty 50 Value 20 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 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) | ₹2479 Cr | ₹999 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Oct 2020 | 19 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 Value 20 TRI |
| Turn Over | 72% | 39% |
| Expense Ratio | 0.94 | 0.76 |
| Manager | Himanshu Mange | Himanshu Mange |
| ISIN Code | INF204KB12W7 | INF204KB19Y8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.61% | -0.51% |
| 6 Month | 18.33% | 5.13% |
| 1 Year | -9.71% | -11.48% |
| 3 Year | 20.63% | 13.89% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.63% | -1% |
| 1 Year | -1.05% | -6.76% |
| 3 Year | 16.11% | 8.73% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.94% | 14.48% |
| 3 Year | 25% | 17.54% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.19% | 13.01% |
| Sharp | 0.88% | 0.56% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.42% | -0.94% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.67 | 0.14 |
| Small Cap | 97.14 | - |
| Mid Cap | 1.99 | 1.42 |
| Large Cap | 0.2 | 98.44 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.09 | 0.14 |
| Utilities | 2.89 | 7.86 |
| Financial Services | 19.88 | 25.74 |
| Consumer Defensive | 4.47 | 10.38 |
| Consumer Cyclical | 9.57 | 12.14 |
| Technology | 7.95 | 28.93 |
| Communication Services | 2.82 | - |
| Industrials | 22.72 | - |
| Basic Materials | 12.38 | 5.52 |
| Healthcare | 13.97 | 4.46 |
| Energy | 1.34 | 4.85 |
| Real Estate | 1.94 | - |
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