Nippon India Nifty Smallcap 250 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2690 Cr | ₹260 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 Smallcap 50 TRI |
| Turn Over | 72% | 37% |
| Expense Ratio | 0.94 | 1.01 |
| Manager | Himanshu Mange | Pranav Gupta |
| ISIN Code | INF204KB12W7 | INF209KB1V83 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | 0.71% | 2.21% |
| 6 Month | 4.7% | 5.93% |
| 1 Year | 1.29% | 4.18% |
| 3 Year | 21.29% | 26.48% |
| 5 Year | 25.66% | - |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | -1.23% | -0.01% |
| 1 Year | 7.83% | 11.07% |
| 3 Year | 14.92% | 19.37% |
| 5 Year | 17.46% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 25.27% | 11.71% |
| 3 Year | 24.2% | 19.43% |
| 5 Year | 26.71% | - |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 19.30% | 20.25% |
| Sharp | 0.78% | 0.93% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -1.51% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | 2.85 | 0.06 |
| Small Cap | 95.05 | 97.21 |
| Mid Cap | 2.1 | 2.73 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.23 | 0.06 |
| Utilities | 2.84 | 3.21 |
| Consumer Defensive | 3.96 | 3.19 |
| Consumer Cyclical | 11.15 | 4.59 |
| Communication Services | 2.55 | 1.59 |
| Technology | 8.44 | 12.9 |
| Healthcare | 14.88 | 19.5 |
| Industrials | 19.92 | 11.04 |
| Basic Materials | 11.14 | 11.67 |
| Financial Services | 21.36 | 29.79 |
| Energy | 1.68 | 2.46 |
| Real Estate | 1.86 | - |
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