BANDHAN Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Fund | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1967 Cr | ₹978 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 30 Apr 2010 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 5% | 60% |
Expense Ratio | 0.6 | 1.04 |
Manager | Nemish Sheth | Swapnil P Mayekar |
ISIN Code | INF194K01920 | INF247L01924 |
Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Month | 0.86% | 4.44% |
6 Month | 8.07% | 7.1% |
1 Year | 1.18% | 1.37% |
3 Year | 15.85% | 27.46% |
5 Year | 18.65% | 32.34% |
SIP Return Analysis
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | 6.51% | 14.38% |
1 Year | 10.02% | 13.39% |
3 Year | 13.74% | 23.45% |
5 Year | 14.09% | 23.44% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 11.68% | 29.91% |
3 Year | 12.95% | 26% |
5 Year | 12.83% | 29.41% |
Risk Management
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 12.70% | 19.38% |
Sharp | 0.85% | 1.10% |
Beta | 1.00% | 1.00% |
Alpha | -0.68% | -1.23% |
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Fund Managers
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Name | Nemish Sheth | Swapnil P Mayekar |
Total AUM | ₹5843 Cr | ₹9006 Cr |
Funds Managed | 9 | 9 |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 3.2 | 0.67 |
Large Cap | 95.67 | 0.2 |
Mid Cap | 1.13 | 1.98 |
Small Cap | - | 97.15 |
Sector Allocation
Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.2 | -0.04 |
Energy | 10.95 | 1.34 |
Technology | 11.19 | 8.48 |
Industrials | 5.94 | 22.39 |
Basic Materials | 5.93 | 12.19 |
Consumer Defensive | 6.48 | 4.31 |
Financial Services | 37.34 | 20.68 |
Healthcare | 3.6 | 13.02 |
Consumer Cyclical | 11.11 | 9.53 |
Communication Services | 4.73 | 2.93 |
Utilities | 2.54 | 3.02 |
Real Estate | - | 2.15 |
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