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Nippon India Nifty Smallcap 250 Index Fund vs Nippon India 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 Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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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 Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Fund Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2653 Cr ₹2106 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 16 Oct 2020 17 Feb 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Midcap 150 TRI
Turn Over 72% 36%
Expense Ratio 0.94 0.8
Manager Himanshu Mange Himanshu Mange
ISIN Code INF204KB12W7 INF204KB15Z3
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 Midcap 150 Index Fund - Regular Plan - Growth Option
1 Month -1.35% -1.07%
6 Month -5.2% 1.94%
1 Year -6.93% 4.91%
3 Year 20.48% 23.46%
5 Year 21.82% -

SIP Return Analysis

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
6 Month -1.78% 3.05%
1 Year 4.11% 15.96%
3 Year 11.76% 17.52%
5 Year 15.69% -

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
1 Year 23.94% 18.36%
3 Year 23.9% 24.66%
5 Year 25.67% -

Risk Management

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Standard Deviation 19.51% 15.73%
Sharp 0.67% 0.96%
Beta 0.99% 1.00%
Alpha -1.39% -0.91%

Fund Managers

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Others 3.74 2.76
Small Cap 94.34 1.33
Mid Cap 1.92 86.76
Large Cap - 9.15

Sector Allocation

Scheme Name

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

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Others 0.35 0.06
Utilities 2.69 2.86
Consumer Defensive 4.11 4.21
Consumer Cyclical 11.09 13.09
Communication Services 2.44 3.01
Technology 8.36 10.59
Healthcare 15.17 8.47
Industrials 19.48 18
Basic Materials 10.45 9.15
Financial Services 21.98 25.35
Real Estate 2.21 2.93
Energy 1.68 2.27

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