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Axis Nifty 100 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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tortoise-icon Axis Nifty 100 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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