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Nippon India Nifty Smallcap 250 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare

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

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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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 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) ₹2563 Cr ₹386 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 2.58% 3.82%
6 Month 12.57% 10.75%
1 Year -3.5% 5.08%
3 Year 21.65% 22.52%
5 Year 27.15% -

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 -0.99% -0.51%
1 Year 5.84% 7.96%
3 Year 14.6% 16.35%
5 Year 17.48% -

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 26.02% 18.18%
3 Year 24.73% 24.06%
5 Year - -

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 19.27% 15.67%
Sharp 0.75% 0.91%
Beta 0.99% 1.00%
Alpha -1.40% -0.90%

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 2.12 2.29
Small Cap 95.66 1.44
Mid Cap 2.22 87.19
Large Cap 0 9.07

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 -0.09 -0.02
Utilities 2.88 3.18
Financial Services 20.62 23.88
Consumer Defensive 3.99 4.54
Consumer Cyclical 11.34 13.4
Technology 8.42 10.39
Communication Services 2.62 2.75
Healthcare 14.97 8.69
Industrials 20.54 18.4
Basic Materials 11.19 9.56
Energy 1.67 2.39
Real Estate 1.85 2.85

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