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

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

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Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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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 Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Fund	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹248 Cr	₹375 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	01 Apr 2021	23 Dec 2019
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 50 TRI	NIFTY Next 50 TRI
Turn Over	37%	50%
Expense Ratio	1.01	1.03
Manager	Pranav Gupta	Swapnil P Mayekar
ISIN Code	INF209KB1V83	INF247L01AD9
Exits Load	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365	Motilal Oswal Nifty Next 50 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 Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month	4.26%	2.52%
6 Month	11.24%	8.32%
1 Year	-1.95%	-0.06%
3 Year	26%	17.56%
5 Year	-	20.24%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month	-2.15%	1.01%
1 Year	3.46%	7.7%
3 Year	17.18%	15.24%
5 Year	-	14.98%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year	11.71%	16.29%
3 Year	19.43%	18.05%
5 Year	-	19.93%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation	20.25%	17.78%
Sharp	0.93%	0.64%
Beta	1.00%	1.00%
Alpha	-1.51%	-0.97%

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

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Others	-0.04	6.07
Small Cap	97.02	-
Mid Cap	3.02	12.48
Large Cap	-	81.44

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Others	-0.04	-0.02
Communication Services	1.69	2.25
Technology	13.47	2.11
Industrials	11.23	11.24
Basic Materials	11.24	12.91
Financial Services	28.78	20.01
Healthcare	19.81	5.93
Energy	2.65	5.37
Utilities	3.15	12.81
Consumer Cyclical	4.93	11.51
Real Estate	0	3.43
Consumer Defensive	3.1	12.47