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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) | ₹258 Cr | ₹1018 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 | -3.03% | -3.27% |
| 6 Month | -1.92% | -2.52% |
| 1 Year | -7.65% | -9.41% |
| 3 Year | 22.92% | 18.28% |
| 5 Year | - | 21.7% |
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 | -3.22% | -4.62% |
| 1 Year | 4.77% | 1.71% |
| 3 Year | 15.56% | 11.75% |
| 5 Year | - | 15.44% |
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 | 11.71% | 26.63% |
| 3 Year | 19.43% | 25.3% |
| 5 Year | - | 28.86% |
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 | 20.35% | 19.63% |
| Sharp | 0.84% | 0.68% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.50% | -1.13% |
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 | 2.55 | 2.68 |
| Small Cap | 95.18 | 95.4 |
| Mid Cap | 2.27 | 1.92 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.1 | 0.21 |
| Communication Services | 1.39 | 2.44 |
| Basic Materials | 10.06 | 10.46 |
| Financial Services | 31.01 | 22.01 |
| Healthcare | 20.22 | 15.2 |
| Real Estate | 1.23 | 2.21 |
| Industrials | 10.31 | 19.51 |
| Technology | 12.64 | 8.38 |
| Energy | 2.5 | 1.68 |
| Consumer Cyclical | 4.28 | 11.1 |
| Utilities | 2.94 | 2.69 |
| Consumer Defensive | 3.32 | 4.12 |
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