Franklin India Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
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) | ₹761 Cr | ₹978 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 | -2.47% | -2.78% |
6 Month | 7.41% | 10.89% |
1 Year | 0.77% | -4.28% |
3 Year | 13.65% | 24.62% |
5 Year | 17.96% | 31.16% |
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 | 3.33% | 10.7% |
1 Year | 5.91% | 10.1% |
3 Year | 12.87% | 22.25% |
5 Year | 13.55% | 22.69% |
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 | 12.72% | 29.91% |
3 Year | 12.59% | 26% |
5 Year | 12.58% | 29.41% |
Risk Management
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 12.59% | 19.38% |
Sharp | 0.86% | 1.10% |
Beta | 0.99% | 1.00% |
Alpha | -0.64% | -1.23% |
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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 | 3.51 | 0.67 |
Large Cap | 95.37 | 0.2 |
Mid Cap | 1.12 | 1.98 |
Small Cap | - | 97.15 |
Sector Allocation
Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.55 | -0.04 |
Energy | 10.96 | 1.34 |
Technology | 11.16 | 8.48 |
Industrials | 5.93 | 22.39 |
Basic Materials | 5.9 | 12.19 |
Consumer Defensive | 6.47 | 4.31 |
Financial Services | 37.19 | 20.68 |
Healthcare | 3.59 | 13.02 |
Consumer Cyclical | 11.09 | 9.53 |
Communication Services | 4.64 | 2.93 |
Utilities | 2.54 | 3.02 |
Real Estate | - | 2.15 |
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