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) | ₹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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