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) | ₹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 |
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