Nippon India Nifty Smallcap 250 Index Fund vs Nippon India Nifty 50 Value 20 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 Risk | Very High Risk |
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 | -10.91% | -2.93% |
6 Month | -18.35% | -9.98% |
1 Year | -2.75% | 3.75% |
3 Year | 16.67% | 13.59% |
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 | -22.23% | -5.45% |
3 Year | 14.77% | 14.6% |
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 | 0.11 | -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 | - |
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