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 Risk | Very High Risk |
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 Fund | Index Fund |
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 | -6.26% | -2.93% |
6 Month | -13.77% | -9.98% |
1 Year | 3.71% | 3.75% |
3 Year | 19.72% | 13.59% |
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 | - | - |
1 Year | -12.1% | -6.59% |
3 Year | 18.58% | 14.21% |
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 |
Fund Manage | 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 | 1.14 | -0.13 |
Mid Cap | 76.69 | 1.82 |
Large Cap | 1.78 | 98.31 |
Small Cap | 4.98 | - |
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 | -0.05 | -0.13 |
Energy | 5.84 | 11.36 |
Materials | 4.01 | 5.41 |
Services | 5.83 | - |
Financial | 13.16 | 26.66 |
Technology | 4.69 | 31.59 |
Healthcare | 7.86 | 1.93 |
Capital Goods | 12.08 | - |
Automobile | 7.41 | 4.64 |
Chemicals | 5.67 | - |
Construction | 4.23 | - |
Metals & Mining | 5.94 | 6.53 |
Communication | 2.98 | - |
Consumer Discretionary | 1.35 | - |
Consumer Staples | 2.03 | 12.01 |
Diversified | 0.32 | - |
Insurance | 0.26 | - |
Textiles | 0.98 | - |
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