Nippon India Nifty 50 Value 20 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 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 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) | ₹1903 Cr | ₹924 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 | -6.14% | -4.75% |
6 Month | -22.22% | -13.07% |
1 Year | -2.6% | -0.89% |
3 Year | 15.24% | 12.11% |
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 | -15.99% | -9.85% |
1 Year | -29.05% | -15.09% |
3 Year | 12.82% | 11.21% |
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 | 30.19% | 18.01% |
3 Year | 25.72% | 18.41% |
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 | 19.312% | 13.179% |
Sharp | 0.571% | 0.668% |
Beta | - | - |
Alpha | - | - |
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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 | 0.39305 | 0.48193 |
Small Cap | 91.59703 | - |
Mid Cap | 8.08704 | 1.7373 |
Large Cap | - | 97.78075 |
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 | 0.626 | 0.0799 |
Utilities | 1.96942 | 7.69715 |
Consumer Defensive | 3.99292 | 12.64496 |
Consumer Cyclical | 9.67031 | 8.48353 |
Technology | 8.00126 | 33.4745 |
Communication Services | 2.92578 | - |
Industrials | 22.75284 | - |
Basic Materials | 13.96353 | 4.76634 |
Financial Services | 19.50015 | 24.4565 |
Healthcare | 13.05317 | 1.97023 |
Energy | 1.28931 | 6.42687 |
Real Estate | 2.33243 | - |
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