Axis Nifty 100 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1021 Cr | ₹2019 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Sep 2019 | 18 Oct 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY 100 TRI |
| Turn Over | 60% | 9.69% |
| Expense Ratio | 1.04 | 0.92 |
| Manager | Swapnil P Mayekar | Ashish Naik |
| ISIN Code | INF247L01924 | INF846K01S52 |
| Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.79% | -3.15% |
| 6 Month | -12.55% | 0.6% |
| 1 Year | -4.01% | 9.2% |
| 3 Year | 18.02% | 12.59% |
| 5 Year | 19.29% | 12.4% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.59% | 0.41% |
| 1 Year | -1.9% | 8.45% |
| 3 Year | 9% | 10.8% |
| 5 Year | 14.02% | 11.48% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.28% | 12.34% |
| 3 Year | 25.12% | 14.99% |
| 5 Year | 28.65% | 16.88% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.99% | 12.8% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Swapnil P Mayekar | Ashish Naik |
| Total AUM | ₹9006 Cr | ₹82854 Cr |
| Funds Managed | 9 | 12 |
| Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.13 | 3.72 |
| Small Cap | 91.14 | - |
| Mid Cap | 1.73 | 3.07 |
| Large Cap | - | 93.21 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.02 | -0.02 |
| Utilities | 2.56 | 3.93 |
| Consumer Defensive | 4.09 | 7.38 |
| Consumer Cyclical | 11.28 | 10.97 |
| Communication Services | 2.38 | 4.49 |
| Technology | 7.9 | 9.13 |
| Healthcare | 15.31 | 4.48 |
| Industrials | 19.01 | 7.57 |
| Basic Materials | 11.17 | 7.54 |
| Financial Services | 22.5 | 33.9 |
| Real Estate | 2.15 | 0.52 |
| Energy | 1.67 | 10.13 |
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