Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 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 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 Risk | Very High Risk |
Asset Size (Cr) | ₹1625 Cr | ₹209 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 17 Feb 2021 | 01 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 | 1.01 |
Manager | Himanshu Mange | Pranav Gupta |
ISIN Code | INF204KB15Z3 | 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 Midcap 150 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
---|---|---|
1 Month | -6.26% | -9.57% |
6 Month | -13.77% | -16.55% |
1 Year | 3.71% | 0.78% |
3 Year | 19.72% | 16.87% |
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 | -12.1% | -15.94% |
3 Year | 18.58% | 20.4% |
5 Year | - | - |
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 | 24.27% | 25.63% |
3 Year | 25.17% | 18.9% |
5 Year | - | - |
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 | 16.186% | 21.74% |
Sharp | 0.827% | 0.475% |
Beta | - | - |
Alpha | - | - |
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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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