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) ₹978 Cr ₹2227 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 -3.45% -3.21%
6 Month 8.05% 5.48%
1 Year -4.95% -2.81%
3 Year 24.23% 16.54%
5 Year 30.73% 22.83%

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 10.7% 3.41%
1 Year 10.1% 5.04%
3 Year 22.25% 15.19%
5 Year 22.69% 16.91%

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 28.8% 8.82%
3 Year 26.16% 18.46%
5 Year 30.93% 17.56%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 19.38% 14.17%
Sharp 1.10% 1.02%
Beta 1.00% -
Alpha -1.23% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 0.67 4.29
Small Cap 97.15 -
Mid Cap 1.98 4.1
Large Cap 0.2 91.61

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 0.24
Utilities 3.02 4.03
Financial Services 20.68 24.18
Consumer Defensive 4.31 7.9
Consumer Cyclical 9.53 17.79
Technology 8.48 9.82
Communication Services 2.93 2.02
Industrials 22.39 6.1
Basic Materials 12.19 12.05
Healthcare 13.02 7.86
Energy 1.34 8.02
Real Estate 2.15 -

Top Comparisons

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.18%

VS

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.18%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns13.24%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns14.84%

Compare Now

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns19.32%

VS

Quant Multi Asset Allocation Fund-Growth Quant Multi Asset Allocation Fund-Growth

3Y Returns21.25%

Compare Now

Nippon India Short Duration Fund-Growth Plan Nippon India Short Duration Fund-Growth Plan

3Y Returns7.6%

VS

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.57%

Compare Now
Add to Cart Successfully