Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare

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

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tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Fund Nippon India Nifty Midcap 150 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) ₹1425 Cr ₹220 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 15 Feb 2021 05 Apr 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Smallcap 50 TRI
Turn Over 36% 37%
Expense Ratio 0.8 1.03
Manager Himanshu Mange Pranav Gupta
ISIN Code INF204KB15Z3 INF209KB1V83
Exits Load Nil/365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
1 Month 1.87% 3.78%
6 Month 22.81% 24.57%
1 Year 50.1% 64.36%
3 Year 27.45% 21.22%
5 Year - -

SIP Return Analysis

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
6 Month - -
1 Year 21.11% 24.39%
3 Year 55.92% 57.06%
5 Year 63.05% 59.03%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
1 Year 23.78% 21.71%
3 Year 67.57% 65.85%
5 Year 69.98% 67.24%

Risk Management

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Standard Deviation 14.71% 20.93%
Sharp 1.26% 0.64%
Beta 1.03% 1.15%
Alpha -1.23% -8.66%

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Fund Managers

Scheme Name Nippon India Nifty Midcap 150 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
Fund Manage 10 9
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Market Cap

Scheme Name

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

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Others 1.14 0.06
Mid Cap 76.69 12.77
Large Cap 1.78 -
Small Cap 4.98 87.17

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Others -0.05 0.06
Energy 5.84 6.13
Materials 4.01 -
Services 5.83 10.81
Financial 13.16 27.31
Technology 4.69 9.27
Healthcare 7.86 7.52
Capital Goods 12.08 8.18
Automobile 7.41 -
Chemicals 5.67 5.66
Construction 4.23 2.43
Metals & Mining 5.94 4.15
Communication 2.98 3.05
Consumer Discretionary 1.35 7.9
Consumer Staples 2.03 3.95
Diversified 0.32 2.31
Insurance 0.26 -
Textiles 0.98 1.27

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