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

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tortoise-icon Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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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 Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Fund Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option 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) ₹1800 Cr ₹1528 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2010 03 Oct 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Smallcap 250 TRI
Turn Over 6% 72%
Expense Ratio 0.59 0.96
Manager Himanshu Mange Himanshu Mange
ISIN Code INF204K01IE3 INF204KB12W7
Exits Load Exit load of 0.25% if redeemed within 7 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Month 1.05% 3.04%
6 Month 14.66% 21.66%
1 Year 30.4% 55.18%
3 Year 14.86% 27.11%
5 Year 17.91% -

SIP Return Analysis

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.22% 21.16%
3 Year 26.99% 55.48%
5 Year 54.73% 74.31%

Rolling Lumpsum Returns

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
1 Year 18.46% 27.86%
3 Year 43.7% 73.79%
5 Year 60.58% 81.44%

Risk Management

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.46% 17.99%
Sharp 0.65% 1%
Beta 0.99% 1.01%
Alpha -2.22% -1.39%

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Fund Managers

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Name Himanshu Mange Himanshu Mange
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 10 10
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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

Large Cap 98.17 0.33
Others 1.16 0.11
Mid Cap 0.67 3.33
Small Cap - 46.88

Sector Allocation

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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

Financial 32.8 7.62
Energy 14.49 2.24
Technology 12.02 2.84
Construction 4.36 2.81
Consumer Staples 8.01 3.25
Communication 3.59 1.22
Automobile 8.03 0.99
Healthcare 4.19 4.69
Metals & Mining 3.23 3.77
Consumer Discretionary 1.36 2.64
Materials 4.43 2.76
Services 1.96 2.41
Insurance 1.21 -
Others 0.32 -0.22
Capital Goods - 7.21
Diversified - 1.15
Chemicals - 4.03
Textiles - 1.24

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