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

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

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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)	₹1121 Cr	₹965 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

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	1.77%	3.56%
6 Month	12.59%	22.4%
1 Year	-0.38%	-7.3%
3 Year	12.58%	20.57%
5 Year	17.45%	26.31%

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	3.13%	3.89%
1 Year	10.65%	9.44%
3 Year	12.59%	18.85%
5 Year	12.9%	20.19%

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	13.87%	28.8%
3 Year	12.26%	26.16%
5 Year	11.98%	30.93%

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	12.11%	19.45%
Sharp	0.45%	0.73%
Beta	1.00%	1.00%
Alpha	-0.56%	-1.16%

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

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	3.23	0.78
Large Cap	95.63	0.21
Mid Cap	1.14	2
Small Cap	-	97.01

Scheme Name	Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.36	0.15
Energy	10.51	1.3
Technology	10.41	7.93
Industrials	5.91	22.73
Basic Materials	6.1	12.09
Consumer Defensive	6.73	4.71
Financial Services	37.72	19.78
Healthcare	3.77	13.98
Consumer Cyclical	11.28	9.95
Communication Services	4.63	2.9
Utilities	2.58	2.67
Real Estate	-	1.84