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) | ₹1044 Cr | ₹2020 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 | -4.78% | 1.54% |
| 6 Month | -4.04% | 5.45% |
| 1 Year | -9.8% | 4.35% |
| 3 Year | 18.38% | 12.39% |
| 5 Year | 22.61% | 14.86% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.38% | 4.03% |
| 1 Year | 4.99% | 16.13% |
| 3 Year | 13.87% | 13.53% |
| 5 Year | 17.02% | 13.15% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.87% | 12.78% |
| 3 Year | 25.35% | 15.07% |
| 5 Year | 28.99% | 17.21% |
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 | 2.94 | 4.15 |
| Small Cap | 94.97 | - |
| Mid Cap | 2.09 | 3.21 |
| Large Cap | - | 92.64 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.33 | 0.43 |
| Utilities | 2.84 | 4.22 |
| Consumer Defensive | 3.96 | 7.58 |
| Consumer Cyclical | 11.13 | 10.92 |
| Communication Services | 2.55 | 4.34 |
| Technology | 8.43 | 8.65 |
| Healthcare | 14.86 | 4.57 |
| Industrials | 19.9 | 7.83 |
| Basic Materials | 11.13 | 7.42 |
| Financial Services | 21.34 | 33.64 |
| Energy | 1.68 | 9.83 |
| Real Estate | 1.86 | 0.58 |
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