Nippon India Nifty Midcap 150 Index Fund vs Nippon India Nifty 50 Value 20 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) | ₹1941 Cr | ₹991 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 | 3.86% | 2.85% |
| 6 Month | 10.81% | 3.57% |
| 1 Year | 5.25% | -3.85% |
| 3 Year | 22.46% | 13.87% |
| 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 | -0.22% | -0.18% |
| 1 Year | 8.78% | -1.42% |
| 3 Year | 16.73% | 7.55% |
| 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 | 18.36% | 13.81% |
| 3 Year | 24.66% | 17.1% |
| 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 | 15.73% | 12.55% |
| Sharp | 0.96% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.92% | -0.94% |
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 | 2.18 | 0.05 |
| Mid Cap | 87.25 | 0 |
| Large Cap | 9.12 | 99.95 |
| Small Cap | 1.45 | - |
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 | -0.14 | 0.05 |
| Utilities | 3.2 | 6.65 |
| Industrials | 18.5 | - |
| Financial Services | 23.58 | 37.45 |
| Consumer Cyclical | 13.47 | 10.35 |
| Basic Materials | 9.61 | 4.97 |
| Technology | 10.45 | 23.74 |
| Consumer Defensive | 4.56 | 8.92 |
| Healthcare | 8.73 | 3.67 |
| Real Estate | 2.87 | - |
| Energy | 2.4 | 4.19 |
| Communication Services | 2.77 | - |
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