Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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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 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)	₹260 Cr	₹1044 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

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	-3.13%	-4.78%
6 Month	-3.02%	-4.04%
1 Year	-8.71%	-9.8%
3 Year	22.63%	18.38%
5 Year	-	22.61%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-1.37%	-3.6%
1 Year	5.93%	2.16%
3 Year	16.01%	11.99%
5 Year	-	15.71%

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%	26.87%
3 Year	19.43%	25.35%
5 Year	-	28.99%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	20.25%	19.42%
Sharp	0.93%	0.80%
Beta	1.00%	1.00%
Alpha	-1.51%	-1.14%

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

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.06	2.94
Small Cap	97.21	94.97
Mid Cap	2.73	2.09

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.06	0.33
Communication Services	1.59	2.55
Basic Materials	11.67	11.13
Financial Services	29.79	21.34
Healthcare	19.5	14.86
Industrials	11.04	19.9
Technology	12.9	8.43
Energy	2.46	1.68
Consumer Cyclical	4.59	11.13
Utilities	3.21	2.84
Consumer Defensive	3.19	3.96
Real Estate	-	1.86