Nippon India Nifty 50 Value 20 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Fund Nippon India Nifty Smallcap 250 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) ₹1883 Cr ₹865 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 16 Oct 2020 19 Feb 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY 50 Value 20 TRI
Turn Over 72% 39%
Expense Ratio 0.94 0.76
Manager Himanshu Mange Himanshu Mange
ISIN Code INF204KB12W7 INF204KB19Y8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
1 Month 4.43% -1.24%
6 Month 3.41% 5.82%
1 Year 27.2% 19.15%
3 Year 22.28% 15.8%
5 Year - -

SIP Return Analysis

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.43% 10.94%
3 Year 31.47% 20.33%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
1 Year 31.67% 17.89%
3 Year 26.48% 18.96%
5 Year - -

Risk Management

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.99% 12.88%
Sharp 1% 0.92%
Beta 1.01% 0.89%
Alpha -1.39% 2.56%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Others 0.11 -0.13
Small Cap 46.88 -
Mid Cap 3.33 1.82
Large Cap 0.33 98.31

Sector Allocation

Scheme Name

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

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Others -0.22 -0.13
Consumer Staples 3.25 12.01
Materials 2.76 5.41
Energy 2.24 11.36
Chemicals 4.03 -
Financial 7.62 26.66
Consumer Discretionary 2.64 -
Healthcare 4.69 1.93
Textiles 1.24 -
Capital Goods 7.21 -
Communication 1.22 -
Services 2.41 -
Technology 2.84 31.59
Metals & Mining 3.77 6.53
Automobile 0.99 4.64
Diversified 1.15 -
Construction 2.81 -

Top Comparisons

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns6.2%

VS

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.91%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns19.84%

VS

Axis Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

3Y Returns20.88%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns6.14%

VS

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.68%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns12.54%

VS

LIC MF Equity Hybrid Fund-Growth LIC MF Equity Hybrid Fund-Growth

3Y Returns11.79%

Compare Now
Request call back
Add to Cart Successfully