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 | -2.03% | 1.57% |
6 Month | 10.94% | 8.71% |
1 Year | -6.18% | 2.61% |
3 Year | 21.91% | 14.17% |
5 Year | 26.96% | 17.25% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.62% | 2.84% |
1 Year | 7.24% | 13.1% |
3 Year | 16.58% | 13.22% |
5 Year | 18.9% | 13.07% |
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 | 19.39% | 12.52% |
Sharp | 0.76% | 0.54% |
Beta | 1.00% | 1.00% |
Alpha | -1.15% | -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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