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) | ₹1018 Cr | ₹2390 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 | -4.95% | -0.85% |
| 6 Month | -5.66% | 5.36% |
| 1 Year | -10.91% | 9.67% |
| 3 Year | 17.84% | 16.25% |
| 5 Year | 21.39% | 18.04% |
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 | -4.62% | 3.15% |
| 1 Year | 1.71% | 17.26% |
| 3 Year | 11.75% | 14.89% |
| 5 Year | 15.44% | 15.52% |
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 | 26.63% | 7.96% |
| 3 Year | 25.3% | 18.1% |
| 5 Year | 28.86% | 18.35% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 19.63% | 13.13% |
| Sharp | 0.68% | 0.94% |
| Beta | 1.00% | 1.03% |
| Alpha | -1.13% | 1.59% |
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 | 2.68 | 4.74 |
| Small Cap | 95.4 | - |
| Mid Cap | 1.92 | 3.85 |
| Large Cap | - | 91.41 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.21 | 0.05 |
| Utilities | 2.69 | 3.71 |
| Consumer Defensive | 4.12 | 7.94 |
| Consumer Cyclical | 11.1 | 14.7 |
| Communication Services | 2.44 | 2.11 |
| Technology | 8.38 | 10.36 |
| Healthcare | 15.2 | 9.93 |
| Industrials | 19.51 | 8.27 |
| Basic Materials | 10.46 | 12.05 |
| Financial Services | 22.01 | 23.12 |
| Real Estate | 2.21 | - |
| Energy | 1.68 | 7.77 |
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