Aditya Birla Sun Life Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
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) | ₹1111 Cr | ₹978 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 | -2.89% | -3.45% |
6 Month | 5.91% | 8.05% |
1 Year | 0.05% | -4.95% |
3 Year | 13.64% | 24.23% |
5 Year | 18.06% | 30.73% |
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 | 3.37% | 10.7% |
1 Year | 6% | 10.1% |
3 Year | 13.01% | 22.25% |
5 Year | 13.69% | 22.69% |
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 | 13.87% | 28.8% |
3 Year | 12.26% | 26.16% |
5 Year | 11.98% | 30.93% |
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 | 12.68% | 19.38% |
Sharp | 0.86% | 1.10% |
Beta | 1.00% | 1.00% |
Alpha | -0.57% | -1.23% |
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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 | 3.38 | 0.67 |
Large Cap | 95.5 | 0.2 |
Mid Cap | 1.12 | 1.98 |
Small Cap | - | 97.15 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.38 | -0.04 |
Energy | 10.93 | 1.34 |
Technology | 11.17 | 8.48 |
Industrials | 5.93 | 22.39 |
Basic Materials | 5.92 | 12.19 |
Consumer Defensive | 6.47 | 4.31 |
Financial Services | 37.27 | 20.68 |
Healthcare | 3.59 | 13.02 |
Consumer Cyclical | 11.09 | 9.53 |
Communication Services | 4.72 | 2.93 |
Utilities | 2.54 | 3.02 |
Real Estate | - | 2.15 |
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