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) | ₹2111 Cr | ₹1018 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 | -0.42% | -4.95% |
| 6 Month | 4.42% | -5.66% |
| 1 Year | 7.33% | -10.91% |
| 3 Year | 12.7% | 17.84% |
| 5 Year | 13.99% | 21.39% |
SIP Return Analysis
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 3.52% | -4.62% |
| 1 Year | 16.04% | 1.71% |
| 3 Year | 12.76% | 11.75% |
| 5 Year | 12.69% | 15.44% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 11.01% | 26.63% |
| 3 Year | 13.03% | 25.3% |
| 5 Year | 12.98% | 28.86% |
Risk Management
| Scheme Name | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 11.55% | 19.63% |
| Sharp | 0.50% | 0.68% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.69% | -1.13% |
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 | 3.32 | 2.68 |
| Large Cap | 95.34 | - |
| Mid Cap | 1.34 | 1.92 |
| Small Cap | - | 95.4 |
Sector Allocation
| Scheme Name |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.01 | 0.21 |
| Energy | 10.89 | 1.68 |
| Technology | 10.23 | 8.38 |
| Industrials | 7.25 | 19.51 |
| Basic Materials | 6.17 | 10.46 |
| Healthcare | 4.32 | 15.2 |
| Consumer Defensive | 6.49 | 4.12 |
| Financial Services | 36.83 | 22.01 |
| Consumer Cyclical | 10.7 | 11.1 |
| Communication Services | 4.79 | 2.44 |
| Utilities | 2.32 | 2.69 |
| Real Estate | - | 2.21 |
Top Comparisons
Kotak Flexicap Fund - Growth
3Y Returns15.75%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns13.66%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns11.99%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns14.95%
SBI Small Cap Fund Regular Growth
3Y Returns12.32%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.41%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns14.91%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns11.36%