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Aditya Birla Sun Life Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹965 Cr ₹796 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 18 Sep 2002 10 Sep 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Smallcap 250 TRI
Turn Over 16% 60%
Expense Ratio 0.47 1.04
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209K01LB2 INF247L01924
Exits Load Data not available./365 Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month 0.83% 8.79%
6 Month 0.11% -5.95%
1 Year 6.26% 2.54%
3 Year 16.78% 27.31%
5 Year 20.45% 33.63%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month 6.34% 13.01%
1 Year 6.94% 8.07%
3 Year 13.41% 23.04%
5 Year 13.99% 23.5%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 14.05% 29.91%
3 Year 12.17% 26%
5 Year 11.93% 29.41%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 13.111% 19.328%
Sharp 0.331% 0.577%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name Pranav Gupta Swapnil P Mayekar
Total AUM ₹10003 Cr ₹9006 Cr
Funds Managed 9 9
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.98 0.4
Large Cap 97.75 -
Mid Cap 1.27 8.32
Small Cap - 91.55

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.12 0.66
Energy 10.96 1.57
Technology 13.96 7.93
Industrials 5.73 21.16
Basic Materials 5.84 14.14
Consumer Defensive 8 4.25
Financial Services 34.31 20.52
Healthcare 3.91 13.15
Consumer Cyclical 10.32 9.84
Communication Services 4.13 2.92
Utilities 2.74 1.92
Real Estate - 2.21

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