HDFC Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon Nippon India Nifty Smallcap 250 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 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 Average Very High
Asset Size (Cr) ₹16593 Cr ₹1528 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 07 Jan 2002 03 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 0.96
Manager Arun Agarwal Himanshu Mange
ISIN Code INF179K01KZ8 INF204KB12W7
Exits Load Exit load of 0.25% if redeemed within 3 days/365 Nil/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 -3.19% -4.39%
6 Month 10.05% 15.06%
1 Year 25.17% 37.79%
3 Year 10.89% 20.41%
5 Year 15.86% -

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 - -
1 Year 13.11% 22.81%
3 Year 16.43% 31.24%
5 Year 17.6% -

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 14.52% 31.67%
3 Year 12.79% 26.48%
5 Year 12.41% -

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.46% 17.99%
Sharp 0.68% 1%
Beta 0.99% 1.01%
Alpha -1.8% -1.39%

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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
Fund Manage 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 0.39 0.11
Large Cap 99.61 0.33
Small Cap - 46.88
Mid Cap - 3.33

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

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

Others 0.39 -0.22
Petroleum Products 10.5 -
IT - Software 12.46 -
Construction 3.89 2.81
Ferrous Metals 2.18 -
Consumer Durables 2.56 -
Diversified FMCG 5.76 -
Non - Ferrous Metals 0.95 -
Banks 29.67 -
Pharmaceuticals & Biotechnology 3.55 -
Cement & Cement Products 2.18 -
Automobiles 8.02 -
Insurance 1.22 -
Agricultural Food & other Products 0.65 -
Oil 1 -
Food Products 1.46 -
Finance 3.43 -
Telecom - Services 3.63 -
Metals & Minerals Trading 0.78 -
Healthcare Services 0.58 -
Consumable Fuels 1.01 -
Power 3.11 -
Transport Infrastructure 1.02 -
Consumer Staples - 3.25
Materials - 2.76
Energy - 2.24
Chemicals - 4.03
Financial - 7.62
Consumer Discretionary - 2.64
Healthcare - 4.69
Textiles - 1.24
Capital Goods - 7.21
Communication - 1.22
Services - 2.41
Technology - 2.84
Metals & Mining - 3.77
Automobile - 0.99
Diversified - 1.15

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