Nippon India Nifty Smallcap 250 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2563 Cr | ₹991 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Oct 2020 | 19 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 Value 20 TRI |
| Turn Over | 72% | 39% |
| Expense Ratio | 0.94 | 0.76 |
| Manager | Himanshu Mange | Himanshu Mange |
| ISIN Code | INF204KB12W7 | INF204KB19Y8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.58% | 2.85% |
| 6 Month | 12.57% | 3.57% |
| 1 Year | -3.5% | -3.85% |
| 3 Year | 21.65% | 13.87% |
| 5 Year | 27.15% | - |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.72% | -0.18% |
| 1 Year | 6.77% | -1.42% |
| 3 Year | 15.05% | 7.55% |
| 5 Year | 17.66% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.02% | 13.81% |
| 3 Year | 24.73% | 17.1% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.30% | 12.55% |
| Sharp | 0.78% | 0.58% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.94% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Himanshu Mange | Himanshu Mange |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 10 | 10 |
| Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.12 | 0.05 |
| Small Cap | 95.66 | - |
| Mid Cap | 2.22 | 0 |
| Large Cap | 0 | 99.95 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.09 | 0.05 |
| Utilities | 2.88 | 6.65 |
| Financial Services | 20.62 | 37.45 |
| Consumer Defensive | 3.99 | 8.92 |
| Consumer Cyclical | 11.34 | 10.35 |
| Technology | 8.42 | 23.74 |
| Communication Services | 2.62 | - |
| Healthcare | 14.97 | 3.67 |
| Industrials | 20.54 | - |
| Basic Materials | 11.19 | 4.97 |
| Energy | 1.67 | 4.19 |
| Real Estate | 1.85 | - |
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