Nippon India Nifty Smallcap 250 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2682 Cr | ₹426 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Oct 2020 | 01 Apr 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 72% | 37% |
| Expense Ratio | 0.94 | 1.01 |
| Manager | Himanshu Mange | Pranav Gupta |
| ISIN Code | INF204KB12W7 | INF209KB1W41 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | -4.45% | -2.63% |
| 6 Month | -9.07% | -0.49% |
| 1 Year | 0.11% | 9.64% |
| 3 Year | 19.43% | 23.08% |
| 5 Year | 19.8% | - |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | -1.43% | 2.29% |
| 1 Year | 4% | 14.76% |
| 3 Year | 9.89% | 15.9% |
| 5 Year | 14.52% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 19.8% | 11.53% |
| 3 Year | 23.63% | 22.88% |
| 5 Year | 23.15% | - |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 19.44% | 15.68% |
| Sharp | 0.70% | 0.99% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.89% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Name | Himanshu Mange | Pranav Gupta |
| Total AUM | ₹0 Cr | ₹10003 Cr |
| Funds Managed | 10 | 9 |
| Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 7.15 | 2.51 |
| Small Cap | 91.12 | 1.25 |
| Mid Cap | 1.73 | 86.61 |
| Large Cap | - | 9.63 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | 0 | 0.05 |
| Utilities | 2.56 | 2.82 |
| Consumer Defensive | 4.09 | 4.19 |
| Consumer Cyclical | 11.28 | 13.67 |
| Communication Services | 2.38 | 3.09 |
| Technology | 7.89 | 10.03 |
| Healthcare | 15.31 | 8.32 |
| Industrials | 19.01 | 17.41 |
| Basic Materials | 11.17 | 9.5 |
| Financial Services | 22.5 | 25.63 |
| Real Estate | 2.15 | 2.88 |
| Energy | 1.67 | 2.4 |
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