- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹242 Cr | ₹965 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 01 Apr 2021 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 50 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 37% | 60% |
| Expense Ratio | 1.01 | 1.04 |
| Manager | Pranav Gupta | Swapnil P Mayekar |
| ISIN Code | INF209KB1V83 | INF247L01924 |
| 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 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 Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | 2.42% | 3.56% |
| 6 Month | 20.82% | 22.4% |
| 1 Year | -7.39% | -7.3% |
| 3 Year | 22.93% | 20.57% |
| 5 Year | - | 26.31% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 2.23% | 3.89% |
| 1 Year | 7% | 9.44% |
| 3 Year | 21.4% | 18.85% |
| 5 Year | - | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 15.2% | 28.8% |
| 3 Year | 19% | 26.16% |
| 5 Year | - | 30.93% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 20.38% | 19.45% |
| Sharp | 0.78% | 0.73% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.54% | -1.16% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | 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 Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.16 | 0.78 |
| Small Cap | 97.35 | 97.01 |
| Mid Cap | 2.49 | 2 |
| Large Cap | - | 0.21 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.16 | 0.15 |
| Communication Services | 1.84 | 2.9 |
| Technology | 11.37 | 7.93 |
| Industrials | 18.02 | 22.73 |
| Basic Materials | 12.71 | 12.09 |
| Financial Services | 23.22 | 19.78 |
| Healthcare | 13.65 | 13.98 |
| Energy | 2.92 | 1.3 |
| Utilities | 5.35 | 2.67 |
| Consumer Cyclical | 5.51 | 9.95 |
| Real Estate | 2.08 | 1.84 |
| Consumer Defensive | 3.18 | 4.71 |
Top Comparisons
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns15.97%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns10.55%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.39%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.39%
Tata Focused Fund-Regular Plan-Growth
3Y Returns14.87%
Quant Focused Fund-Growth
3Y Returns12.07%
Invesco India Financial Services Fund - Retail Growth
3Y Returns18.56%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns13.91%
