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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) | ₹1857 Cr | ₹1004 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 |
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