Nippon India Nifty Midcap 150 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
---|---|---|
Fund | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1743 Cr | ₹231 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 17 Feb 2021 | 01 Apr 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Smallcap 50 TRI |
Turn Over | 36% | 37% |
Expense Ratio | 0.8 | 1.01 |
Manager | Himanshu Mange | Pranav Gupta |
ISIN Code | INF204KB15Z3 | INF209KB1V83 |
Exits Load | Data not available./365 | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
---|---|---|
1 Month | 3.27% | 5.47% |
6 Month | 1.98% | 0.66% |
1 Year | 4.47% | 5.39% |
3 Year | 29.13% | 32.23% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
---|---|---|
6 Month | 12.91% | 17.02% |
1 Year | 13.93% | 17.5% |
3 Year | 24.48% | 29.71% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
---|---|---|
1 Year | 22.61% | 21.29% |
3 Year | 24.62% | 18.4% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
---|---|---|
Standard Deviation | 16.97% | 20.71% |
Sharp | 1.05% | 0.91% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -1.57% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
---|---|---|
Name | Himanshu Mange | Pranav Gupta |
Total AUM | ₹0 Cr | ₹10003 Cr |
Funds Managed | 10 | 9 |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
---|---|---|
Others | 1.99 | -0.1 |
Mid Cap | 90.03 | 2.47 |
Small Cap | 2.99 | 97.63 |
Large Cap | 4.99 | - |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
---|---|---|
Others | 0.35 | -0.1 |
Utilities | 3.4 | 5.69 |
Industrials | 19.8 | 18.28 |
Financial Services | 21.99 | 24.13 |
Basic Materials | 11.17 | 12.35 |
Technology | 9.67 | 12.34 |
Consumer Cyclical | 10.15 | 5.47 |
Healthcare | 11.12 | 11.76 |
Real Estate | 3.1 | 2.3 |
Energy | 2.54 | 3.11 |
Communication Services | 3.15 | 1.67 |
Consumer Defensive | 3.55 | 3.01 |
Top Comparisons
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
3Y Returns17.85%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns25.37%
SBI Focused Fund - Regular Plan -Growth
3Y Returns19.77%
Axis Focused Fund - Regular Plan - Growth Option
3Y Returns15.06%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns15.1%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns16.32%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns28.04%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns18.82%