Nippon India Nifty 50 Value 20 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1625 Cr | ₹924 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Feb 2021 | 19 Feb 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 Value 20 TRI |
Turn Over | 36% | 39% |
Expense Ratio | 0.8 | 0.76 |
Manager | Himanshu Mange | Himanshu Mange |
ISIN Code | INF204KB15Z3 | INF204KB19Y8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.31% | -0.03% |
6 Month | -7.52% | -10.11% |
1 Year | 9.21% | 5.49% |
3 Year | 19.8% | 12.87% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.36% | -4.9% |
1 Year | -9.91% | -12.82% |
3 Year | 19.07% | 11.47% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 24.27% | 18.01% |
3 Year | 25.17% | 18.41% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.186% | 13.179% |
Sharp | 0.827% | 0.668% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Himanshu Mange | Himanshu Mange |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 10 | 10 |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0 | 0.48 |
Mid Cap | 87.5 | 1.74 |
Large Cap | 6.16 | 97.78 |
Small Cap | 6.33 | - |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0 | 0.08 |
Utilities | 2.01 | 7.7 |
Industrials | 19.51 | - |
Financial Services | 19.79 | 24.46 |
Basic Materials | 11.04 | 4.77 |
Technology | 10.24 | 33.47 |
Healthcare | 10.94 | 1.97 |
Consumer Cyclical | 12.96 | 8.48 |
Real Estate | 3.43 | - |
Energy | 2.6 | 6.43 |
Communication Services | 3.16 | - |
Consumer Defensive | 4.32 | 12.64 |
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