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) | ₹775 Cr | ₹1018 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 | -0.18% | -4.48% |
| 6 Month | 4.13% | -5.71% |
| 1 Year | 5.58% | -11.26% |
| 3 Year | 12.83% | 18.21% |
| 5 Year | 14.08% | 21.5% |
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 | 3.61% | -4.62% |
| 1 Year | 16.2% | 1.71% |
| 3 Year | 12.88% | 11.75% |
| 5 Year | 12.69% | 15.44% |
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 | 12.69% | 26.87% |
| 3 Year | 12.86% | 25.35% |
| 5 Year | 12.64% | 28.99% |
Risk Management
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 11.47% | 19.63% |
| Sharp | 0.51% | 0.68% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.64% | -1.13% |
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 | 3.91 | 2.68 |
| Large Cap | 94.71 | - |
| Mid Cap | 1.38 | 1.92 |
| Small Cap | - | 95.4 |
Sector Allocation
| Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.68 | 0.21 |
| Energy | 10.64 | 1.68 |
| Technology | 9.88 | 8.38 |
| Industrials | 7.24 | 19.51 |
| Basic Materials | 6.37 | 10.46 |
| Healthcare | 4.22 | 15.2 |
| Consumer Defensive | 6.69 | 4.12 |
| Financial Services | 36.25 | 22.01 |
| Consumer Cyclical | 10.84 | 11.1 |
| Communication Services | 4.74 | 2.44 |
| Utilities | 2.45 | 2.69 |
| Real Estate | - | 2.21 |
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