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) | ₹997 Cr | ₹1928 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 | 1.73% | 2.81% |
| 6 Month | 12.67% | 6.18% |
| 1 Year | -1.95% | 6.04% |
| 3 Year | 21.77% | 12.81% |
| 5 Year | 27.7% | 17.04% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.61% | 3.86% |
| 1 Year | 11.9% | 14.14% |
| 3 Year | 17.21% | 13.18% |
| 5 Year | 18.94% | 12.9% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 27.98% | 14.04% |
| 3 Year | 25.86% | 15.27% |
| 5 Year | 30.02% | 17.28% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.42% | 12.49% |
| Sharp | 0.80% | 0.54% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.14% | -0.95% |
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 | 2.25 | 3.69 |
| Small Cap | 95.54 | - |
| Mid Cap | 2.22 | 3.25 |
| Large Cap | 0 | 93.07 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.04 | 0.07 |
| Utilities | 2.87 | 4.28 |
| Financial Services | 20.62 | 33.68 |
| Consumer Defensive | 3.99 | 7.69 |
| Consumer Cyclical | 11.33 | 11.65 |
| Technology | 8.41 | 8.61 |
| Communication Services | 2.62 | 4.15 |
| Healthcare | 14.97 | 4.57 |
| Industrials | 20.45 | 7.76 |
| Basic Materials | 11.19 | 7.42 |
| Energy | 1.67 | 9.54 |
| Real Estate | 1.85 | 0.57 |
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