DSP Nifty 50 Equal Weight Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
                                 Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
                                Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
                            
                                 DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
                                DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
                            
Chart Comparison
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 | 4.37% | 4.85% | 
| 6 Month | 13.23% | 9.77% | 
| 1 Year | -0.72% | 7.62% | 
| 3 Year | 22.4% | 17.58% | 
| 5 Year | 27.58% | 23.23% | 
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 | 0.58% | 4.53% | 
| 1 Year | 9.99% | 18.5% | 
| 3 Year | 17.57% | 16.46% | 
| 5 Year | 19.36% | 16.85% | 
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 | 19.39% | 12.97% | 
| Sharp | 0.76% | 0.78% | 
| Beta | 1.00% | - | 
| Alpha | -1.15% | - | 
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 | 2.25 | 4.07 | 
| Small Cap | 95.54 | - | 
| Mid Cap | 2.22 | 3.95 | 
| Large Cap | 0 | 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 | 0.04 | 0.04 | 
| Utilities | 2.87 | 4.02 | 
| Financial Services | 20.62 | 22.01 | 
| Consumer Defensive | 3.99 | 8.03 | 
| Consumer Cyclical | 11.33 | 16.03 | 
| Technology | 8.41 | 9.87 | 
| Communication Services | 2.62 | 1.96 | 
| Healthcare | 14.97 | 9.88 | 
| Industrials | 20.45 | 8.07 | 
| Basic Materials | 11.19 | 12.08 | 
| Energy | 1.67 | 8.01 | 
| Real Estate | 1.85 | - | 
Top Comparisons
                                                 ICICI Prudential Banking and Financial Services Fund -  Growth
                                                ICICI Prudential Banking and Financial Services Fund -  Growth
                                            
3Y Returns16.38%
                                                 Nippon India Nifty Bank Index Fund - Reg (G)
                                                 Nippon India Nifty Bank Index Fund - Reg (G)
                                            
3Y Returns0%
                                                 Kotak US Specific Equity Passive FOF - Regular Plan - Growth
                                                Kotak US Specific Equity Passive FOF - Regular Plan - Growth
                                            
3Y Returns34.08%
                                                 Sundaram Global Brand Theme - Equity Active FOF Regular Growth
                                                 Sundaram Global Brand Theme - Equity Active FOF Regular Growth
                                            
3Y Returns22.08%
                                                 WhiteOak Capital Mid Cap Fund Regular Plan Growth
                                                WhiteOak Capital Mid Cap Fund Regular Plan Growth
                                            
3Y Returns25.62%
                                                 SBI Midcap Fund - Regular Plan - Growth
                                                 SBI Midcap Fund - Regular Plan - Growth
                                            
3Y Returns16.74%
                                                 PGIM India Ultra Short Duration Fund - Growth
                                                PGIM India Ultra Short Duration Fund - Growth
                                            
3Y Returns6.65%
                                                 HSBC Ultra Short Duration Fund - Regular Growth
                                                 HSBC Ultra Short Duration Fund - Regular Growth
                                            
3Y Returns7.17%
 
                             
            