DSP Nifty 50 Equal Weight Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
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 | -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 | - |
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