Nippon India Nifty Midcap 150 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 Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2653 Cr | ₹2106 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Oct 2020 | 17 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 72% | 36% |
| Expense Ratio | 0.94 | 0.8 |
| Manager | Himanshu Mange | Himanshu Mange |
| ISIN Code | INF204KB12W7 | INF204KB15Z3 |
| 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 Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.93% | -2.08% |
| 6 Month | -5.68% | 2.4% |
| 1 Year | -11.56% | 0.94% |
| 3 Year | 17.46% | 21.49% |
| 5 Year | 21.11% | - |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.63% | 2% |
| 1 Year | 1.25% | 17.07% |
| 3 Year | 11.27% | 17.89% |
| 5 Year | 15.11% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.94% | 18.36% |
| 3 Year | 23.9% | 24.66% |
| 5 Year | 25.67% | - |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.51% | 15.73% |
| Sharp | 0.67% | 0.96% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.91% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.74 | 2.76 |
| Small Cap | 94.34 | 1.33 |
| Mid Cap | 1.92 | 86.76 |
| Large Cap | - | 9.15 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.35 | 0.06 |
| Utilities | 2.69 | 2.86 |
| Consumer Defensive | 4.11 | 4.21 |
| Consumer Cyclical | 11.09 | 13.09 |
| Communication Services | 2.44 | 3.01 |
| Technology | 8.36 | 10.59 |
| Healthcare | 15.17 | 8.47 |
| Industrials | 19.48 | 18 |
| Basic Materials | 10.45 | 9.15 |
| Financial Services | 21.98 | 25.35 |
| Real Estate | 2.21 | 2.93 |
| Energy | 1.68 | 2.27 |
Top Comparisons
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns11.74%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns21.15%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.92%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.32%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns13.65%
Quant Aggressive Hybrid Fund-Growth
3Y Returns11.07%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.94%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.65%