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) | ₹1018 Cr | ₹2021 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 | -3.27% | -0.65% |
| 6 Month | -2.52% | 4.81% |
| 1 Year | -9.41% | 6.75% |
| 3 Year | 18.28% | 12.62% |
| 5 Year | 21.7% | 13.88% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.13% | 1.39% |
| 1 Year | -1.23% | 10.84% |
| 3 Year | 11.25% | 12.19% |
| 5 Year | 15.54% | 12.38% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.63% | 12.68% |
| 3 Year | 25.3% | 15.03% |
| 5 Year | 28.86% | 17.13% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.63% | 12.40% |
| Sharp | 0.68% | 0.48% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.13% | -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 | 2.68 | 3.27 |
| Small Cap | 95.4 | - |
| Mid Cap | 1.92 | 3.18 |
| Large Cap | - | 93.55 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.21 | -0.49 |
| Utilities | 2.69 | 4.01 |
| Consumer Defensive | 4.12 | 7.45 |
| Consumer Cyclical | 11.1 | 10.87 |
| Communication Services | 2.44 | 4.41 |
| Technology | 8.38 | 9.02 |
| Healthcare | 15.2 | 4.66 |
| Industrials | 19.51 | 7.84 |
| Basic Materials | 10.46 | 7.28 |
| Financial Services | 22.01 | 34.32 |
| Real Estate | 2.21 | 0.55 |
| Energy | 1.68 | 10.09 |
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