Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Nifty Midcap 150 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2458 Cr ₹1857 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 3.16% 3.03%
6 Month 19.94% 19.53%
1 Year -7.69% -2.57%
3 Year 20.02% 20.39%
5 Year - -

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 3.91% 4.08%
1 Year 8.63% 12.91%
3 Year 18.32% 19.9%
5 Year - -

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 26.94% 20.24%
3 Year 25% 25.02%
5 Year - -

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 19.33% 15.76%
Sharp 0.71% 0.83%
Beta 0.99% 1.00%
Alpha -1.41% -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 0.67 1.73
Small Cap 97.14 3.02
Mid Cap 1.99 90.29
Large Cap 0.2 4.96

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 0.09 0.09
Utilities 2.89 3.23
Financial Services 19.88 21.87
Consumer Defensive 4.47 3.46
Consumer Cyclical 9.57 10.19
Technology 7.95 9.92
Communication Services 2.82 3.02
Industrials 22.72 19.34
Basic Materials 12.38 11.21
Healthcare 13.97 12.2
Energy 1.34 2.49
Real Estate 1.94 2.99

Top Comparisons

SBI US Specific Equity Active FoF - Regular Plan - Growth SBI US Specific Equity Active FoF - Regular Plan - Growth

3Y Returns21.84%

VS

Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth

3Y Returns0%

Compare Now

DSP Focused Fund - Regular Plan - Growth DSP Focused Fund - Regular Plan - Growth

3Y Returns16.08%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns12.45%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns21.76%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns17.17%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns16.3%

VS

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns14.74%

Compare Now
Add to Cart Successfully