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) | ₹2472 Cr | ₹382 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 | -2.77% | -2.01% |
6 Month | 10.09% | 10.18% |
1 Year | -4.93% | -1.46% |
3 Year | 24.23% | 23.95% |
5 Year | - | - |
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 | 10.35% | 7.89% |
1 Year | 8.98% | 9.99% |
3 Year | 21.67% | 22.1% |
5 Year | - | - |
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 | 28.09% | 22.72% |
3 Year | 24.75% | 23.42% |
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 | 19.28% | 16.46% |
Sharp | 1.09% | 1.27% |
Beta | 0.99% | 1.00% |
Alpha | -1.42% | -0.92% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.53 | 1.92 |
Small Cap | 97.29 | 2.88 |
Mid Cap | 1.99 | 90.19 |
Large Cap | 0.2 | 5.01 |
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 | -0.18 | 0.17 |
Utilities | 3.02 | 3.32 |
Financial Services | 20.71 | 22.93 |
Consumer Defensive | 4.32 | 3.33 |
Consumer Cyclical | 9.55 | 9.96 |
Technology | 8.49 | 9.77 |
Communication Services | 2.93 | 3.18 |
Industrials | 22.42 | 19.3 |
Basic Materials | 12.21 | 11.1 |
Healthcare | 13.04 | 11.31 |
Energy | 1.34 | 2.48 |
Real Estate | 2.15 | 3.13 |
Top Comparisons
Tata Value Fund - Regular Plan - Growth Option
3Y Returns21.18%
HSBC Value Fund - Regular Growth
3Y Returns25.6%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns18.09%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.26%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.5%
Kotak Credit Risk Fund - Growth
3Y Returns7.14%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.42%