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) | ₹1953 Cr | ₹965 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 | 1.76% | 3.56% |
6 Month | 12.52% | 22.4% |
1 Year | -0.57% | -7.3% |
3 Year | 12.43% | 20.57% |
5 Year | 17.44% | 26.31% |
SIP Return Analysis
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | 3.09% | 3.89% |
1 Year | 10.51% | 9.44% |
3 Year | 12.39% | 18.85% |
5 Year | 12.81% | 20.19% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 11.5% | 28.8% |
3 Year | 13.07% | 26.16% |
5 Year | 12.86% | 30.93% |
Risk Management
Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 12.11% | 19.45% |
Sharp | 0.44% | 0.73% |
Beta | 1.00% | 1.00% |
Alpha | -0.69% | -1.16% |
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 | 3.17 | 0.78 |
Large Cap | 95.69 | 0.21 |
Mid Cap | 1.14 | 2 |
Small Cap | - | 97.01 |
Sector Allocation
Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.31 | 0.15 |
Energy | 10.52 | 1.3 |
Technology | 10.42 | 7.93 |
Industrials | 5.91 | 22.73 |
Basic Materials | 6.11 | 12.09 |
Consumer Defensive | 6.73 | 4.71 |
Financial Services | 37.74 | 19.78 |
Healthcare | 3.77 | 13.98 |
Consumer Cyclical | 11.28 | 9.95 |
Communication Services | 4.63 | 2.9 |
Utilities | 2.58 | 2.67 |
Real Estate | - | 1.84 |
Top Comparisons
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.24%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.42%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16.66%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns13.68%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.09%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.89%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns12.82%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns14.37%