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) | ₹2269 Cr | ₹1743 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 | 1.48% | -0.12% |
6 Month | 2.16% | 5.63% |
1 Year | -0.73% | 2.04% |
3 Year | 27.62% | 27.35% |
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 | 15.06% | 12.74% |
1 Year | 13.19% | 15.56% |
3 Year | 23.34% | 23.77% |
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 | 28.09% | 22.61% |
3 Year | 24.75% | 24.62% |
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 | 19.28% | 16.43% |
Sharp | 1.09% | 1.27% |
Beta | 0.99% | 1.00% |
Alpha | -1.42% | -0.92% |
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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 | 0.77 | 1.99 |
Small Cap | 97.31 | 2.99 |
Mid Cap | 1.78 | 90.03 |
Large Cap | 0.14 | 4.99 |
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 | 0.23 | 0.35 |
Utilities | 2.86 | 3.4 |
Financial Services | 19.52 | 21.99 |
Consumer Defensive | 4.48 | 3.55 |
Consumer Cyclical | 9.69 | 10.15 |
Technology | 8.56 | 9.67 |
Communication Services | 2.91 | 3.15 |
Industrials | 23.41 | 19.8 |
Basic Materials | 12.13 | 11.17 |
Healthcare | 12.79 | 11.12 |
Energy | 1.4 | 2.54 |
Real Estate | 2.03 | 3.1 |
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