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BANDHAN Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

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

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Chart Comparison

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

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) ₹1999 Cr ₹997 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 3.62% 2.57%
6 Month 6.35% 12.59%
1 Year 6.91% -2.77%
3 Year 13.11% 22.06%
5 Year 17.74% 27.42%

SIP Return Analysis

Scheme Name BANDHAN Nifty 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month 0.06% -0.95%
1 Year 7.03% 6.48%
3 Year 10.21% 15.13%
5 Year 11.45% 17.84%

Rolling Lumpsum Returns

Scheme Name BANDHAN Nifty 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 11.32% 27.98%
3 Year 13.01% 25.86%
5 Year 12.91% 30.02%

Risk Management

Scheme Name BANDHAN Nifty 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 11.68% 19.42%
Sharp 0.56% 0.80%
Beta 1.00% 1.00%
Alpha -0.69% -1.14%

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 3.62 2.25
Large Cap 94.99 0
Mid Cap 1.39 2.22
Small Cap - 95.54

Sector Allocation

Scheme Name

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.51 0.04
Energy 10.31 1.67
Technology 9.86 8.41
Industrials 7.05 20.45
Basic Materials 6.29 11.19
Healthcare 4.27 14.97
Consumer Defensive 6.75 3.99
Financial Services 36.29 20.62
Consumer Cyclical 11.62 11.33
Communication Services 4.51 2.62
Utilities 2.54 2.87
Real Estate - 1.85

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