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) | ₹1666 Cr | ₹796 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 | 0.81% | 8.79% |
6 Month | 0.04% | -5.95% |
1 Year | 6% | 2.54% |
3 Year | 16.68% | 27.31% |
5 Year | 20.5% | 33.63% |
SIP Return Analysis
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | 6.31% | 13.01% |
1 Year | 6.76% | 8.07% |
3 Year | 13.22% | 23.04% |
5 Year | 13.92% | 23.5% |
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 | 13.119% | 19.328% |
Sharp | 0.33% | 0.577% |
Beta | - | - |
Alpha | - | - |
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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 | 0.69 | 0.4 |
Large Cap | 98.03 | - |
Mid Cap | 1.28 | 8.32 |
Small Cap | - | 91.55 |
Sector Allocation
Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | -0.18 | 0.66 |
Energy | 10.95 | 1.57 |
Technology | 13.17 | 7.93 |
Industrials | 5.45 | 21.16 |
Basic Materials | 6.03 | 14.14 |
Consumer Defensive | 7.65 | 4.25 |
Financial Services | 36.6 | 20.52 |
Healthcare | 3.83 | 13.15 |
Consumer Cyclical | 9.62 | 9.84 |
Communication Services | 4.25 | 2.92 |
Utilities | 2.64 | 1.92 |
Real Estate | - | 2.21 |
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