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) | ₹965 Cr | ₹1903 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 | 4.33% | 2.64% |
6 Month | 23.31% | 13.82% |
1 Year | -6.76% | -1.79% |
3 Year | 21.8% | 13.15% |
5 Year | 26.41% | 17.22% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.89% | 3.09% |
1 Year | 9.44% | 9.77% |
3 Year | 18.85% | 12.75% |
5 Year | 20.19% | 12.82% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 28.8% | 15.04% |
3 Year | 26.16% | 15.4% |
5 Year | 30.93% | 16.98% |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.45% | 12.84% |
Sharp | 0.73% | 0.40% |
Beta | 1.00% | 1.00% |
Alpha | -1.16% | -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 | 0.78 | 3.12 |
Small Cap | 97.01 | - |
Mid Cap | 2 | 2.58 |
Large Cap | 0.21 | 94.3 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.15 | 0.35 |
Utilities | 2.67 | 3.94 |
Financial Services | 19.78 | 34.78 |
Consumer Defensive | 4.71 | 7.93 |
Consumer Cyclical | 9.95 | 11.2 |
Technology | 7.93 | 8.99 |
Communication Services | 2.9 | 4.25 |
Industrials | 22.73 | 7.37 |
Basic Materials | 12.09 | 6.77 |
Healthcare | 13.98 | 4.2 |
Energy | 1.3 | 9.6 |
Real Estate | 1.84 | 0.62 |
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