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) | ₹961 Cr | ₹820 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 Fund | Index Fund |
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 | -1.4% | -9.97% |
6 Month | -5.12% | -12.95% |
1 Year | 6.65% | -0.44% |
3 Year | 10.57% | 15.78% |
5 Year | 14.35% | 23.09% |
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 | - | - |
1 Year | 0.81% | -7.51% |
3 Year | 12.8% | 21.82% |
5 Year | 14.96% | 25.51% |
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 | 14.38% | 32.79% |
3 Year | 12.19% | 26.54% |
5 Year | 11.87% | 29.13% |
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 | 12.46% | 17.99% |
Sharp | 0.67% | 1.01% |
Beta | 0.99% | 1.01% |
Alpha | -1.98% | -1.31% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 0.11 | -0.06 |
Large Cap | 99.9 | - |
Small Cap | - | 91.18 |
Mid Cap | - | 8.84 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.11 | -0.06 |
Petroleum Products | 8.85 | 0.64 |
IT - Software | 12.91 | 3.57 |
Construction | 3.92 | 4.73 |
Ferrous Metals | 1.98 | 0.25 |
Consumer Durables | 2.46 | 6.67 |
Diversified FMCG | 6.25 | - |
Non - Ferrous Metals | 0.92 | 1.38 |
Banks | 29.39 | 3.18 |
Pharmaceuticals & Biotechnology | 3.32 | 8.68 |
Cement & Cement Products | 2.08 | 1.48 |
Automobiles | 7.41 | 0.3 |
Insurance | 1.38 | 0.33 |
Agricultural Food & other Products | 0.6 | 1.03 |
Oil | 0.95 | - |
Food Products | 1.37 | 0.72 |
Aerospace & Defense | 0.94 | 0.61 |
Finance | 3.46 | 6.93 |
Telecom - Services | 3.97 | 1.01 |
Metals & Minerals Trading | 0.64 | - |
Healthcare Services | 0.65 | 3.37 |
Consumable Fuels | 0.94 | - |
Power | 3.12 | 1.03 |
Transport Infrastructure | 0.93 | 0.25 |
Retailing | 1.46 | 0.97 |
Gas | - | 1.42 |
Auto Components | - | 3.74 |
IT - Services | - | 1.36 |
Telecom - Equipment & Accessories | - | 0.66 |
Transport Services | - | 1.01 |
Chemicals & Petrochemicals | - | 5.12 |
Capital Markets | - | 10.59 |
Fertilizers & Agrochemicals | - | 1.51 |
Paper, Forest & Jute Products | - | 0.67 |
Textiles & Apparels | - | 1.14 |
Electrical Equipment | - | 3.23 |
Industrial Manufacturing | - | 3.38 |
Leisure Services | - | 2.81 |
Personal Products | - | 0.58 |
IT - Hardware | - | 0.22 |
Commercial Services & Supplies | - | 1.86 |
Minerals & Mining | - | 0.14 |
Industrial Products | - | 5.94 |
Entertainment | - | 1.46 |
Healthcare Equipment & Supplies | - | 0.51 |
Realty | - | 2.44 |
Agricultural, Commercial & Construction Vehicles | - | 0.72 |
Cigarettes & Tobacco Products | - | 0.36 |
Household Products | - | 0.47 |
Diversified | - | 0.51 |
Beverages | - | 1.04 |
Top Comparisons
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.05%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.04%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns16.99%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns20.61%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns20.49%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns10.57%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns13.79%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns16.05%