Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Nifty 50 Equal Weight Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

Link copied to clipboard!

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

Invest Now

tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹997 Cr ₹2285 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 10 Sep 2019 23 Oct 2017
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY 50 Equal Weight Total Return Index
Turn Over 60% 25%
Expense Ratio 1.04 0.91
Manager Swapnil P Mayekar Anil Ghelani
ISIN Code INF247L01924 INF740KA1CO4
Exits Load 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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month -0.22% 1.44%
6 Month 10.67% 8%
1 Year -5.29% 6.51%
3 Year 20.77% 16.05%
5 Year 26.71% 21.68%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month 1.61% 4.87%
1 Year 11.9% 18.03%
3 Year 17.21% 15.87%
5 Year 18.94% 16.29%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year 27.98% 8.23%
3 Year 25.86% 18.32%
5 Year 30.02% 17.88%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 19.42% 12.97%
Sharp 0.80% 0.78%
Beta 1.00% 1.02%
Alpha -1.14% 1.55%

Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Name Swapnil P Mayekar Anil Ghelani
Total AUM ₹9006 Cr ₹0 Cr
Funds Managed 9 5
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Others 2.94 4.07
Small Cap 94.97 -
Mid Cap 2.09 3.95
Large Cap - 91.98

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Others 0.33 0.04
Utilities 2.84 4.02
Consumer Defensive 3.96 8.03
Consumer Cyclical 11.13 16.03
Communication Services 2.55 1.96
Technology 8.43 9.87
Healthcare 14.86 9.88
Industrials 19.9 8.07
Basic Materials 11.13 12.08
Financial Services 21.34 22.01
Energy 1.68 8.01
Real Estate 1.86 -

Top Comparisons

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns22.79%

VS

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns20.26%

Compare Now

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns6.97%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.11%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.94%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.27%

Compare Now

LIC MF LOW DURATION FUND-Growth LIC MF LOW DURATION FUND-Growth

3Y Returns6.9%

VS

LIC MF LOW DURATION FUND-Regular Plan-Growth LIC MF LOW DURATION FUND-Regular Plan-Growth

3Y Returns6.9%

Compare Now
Add to Cart Successfully