HDFC Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹18383 Cr | ₹1903 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 18 Jul 2002 | 16 Oct 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 8.28% | 72% |
Expense Ratio | 0.36 | 0.94 |
Manager | Arun Agarwal | Himanshu Mange |
ISIN Code | INF179K01KZ8 | INF204KB12W7 |
Exits Load | HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.92% | 8.5% |
6 Month | -3.43% | -16.09% |
1 Year | 8.52% | 0.55% |
3 Year | 11.7% | 15.17% |
5 Year | 21.62% | - |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.32% | -8.51% |
1 Year | -7.3% | -22.6% |
3 Year | 9.74% | 14.34% |
5 Year | 12.45% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.46% | 30.19% |
3 Year | 12.72% | 25.72% |
5 Year | 12.47% | - |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.108% | 19.312% |
Sharp | 0.344% | 0.571% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Arun Agarwal | Himanshu Mange |
Total AUM | ₹110478 Cr | ₹0 Cr |
Funds Managed | 14 | 10 |
HDFC Nifty 50 Index Fund - Growth Plan | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.91 | 0.39 |
Large Cap | 97.82 | - |
Mid Cap | 1.27 | 8.09 |
Small Cap | - | 91.6 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.05 | 0.63 |
Energy | 10.97 | 1.29 |
Technology | 13.97 | 8 |
Industrials | 5.74 | 22.75 |
Basic Materials | 5.84 | 13.96 |
Consumer Defensive | 8 | 3.99 |
Financial Services | 34.33 | 19.5 |
Healthcare | 3.91 | 13.05 |
Consumer Cyclical | 10.32 | 9.67 |
Communication Services | 4.13 | 2.93 |
Utilities | 2.75 | 1.97 |
Real Estate | - | 2.33 |
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