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Franklin India Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

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

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Chart Comparison

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

Overview

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan IDCW Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹737 Cr ₹965 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 04 Aug 2000 10 Sep 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Smallcap 250 TRI
Turn Over 18.1% 60%
Expense Ratio 0.63 1.04
Manager Sandeep Manam Swapnil P Mayekar
ISIN Code INF090I01890 INF247L01924
Exits Load Data not available./365 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

Trailing Lumpsum Returns

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month 2.57% 3.15%
6 Month 12.33% 20.8%
1 Year -0.36% -7.05%
3 Year 12.38% 20.39%
5 Year 17.44% 27.68%

SIP Return Analysis

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month 3.08% 3.89%
1 Year 10.49% 9.44%
3 Year 12.45% 18.85%
5 Year 12.76% 20.19%

Rolling Lumpsum Returns

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 12.61% 28.8%
3 Year 12.69% 26.16%
5 Year 12.64% 30.93%

Risk Management

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 12.03% 19.45%
Sharp 0.44% 0.73%
Beta 0.99% 1.00%
Alpha -0.65% -1.16%

Fund Managers

Scheme Name Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name Sandeep Manam Swapnil P Mayekar
Total AUM ₹74256 Cr ₹9006 Cr
Funds Managed 20 9
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 3.45 0.78
Large Cap 95.41 0.21
Mid Cap 1.13 2
Small Cap - 97.01

Sector Allocation

Scheme Name

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.6 0.15
Energy 10.5 1.3
Technology 10.38 7.93
Industrials 5.88 22.73
Basic Materials 6.08 12.09
Consumer Defensive 6.7 4.71
Financial Services 37.68 19.78
Healthcare 3.75 13.98
Consumer Cyclical 11.23 9.95
Communication Services 4.62 2.9
Utilities 2.57 2.67
Real Estate - 1.84

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