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) | ₹737 Cr | ₹919 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 | 0.68% | 3.08% |
6 Month | 5.41% | -3.41% |
1 Year | 6.79% | -0.5% |
3 Year | 17.52% | 28.5% |
5 Year | 19.43% | 31.45% |
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 | 6.58% | 7.75% |
1 Year | 9.24% | 1.98% |
3 Year | 14.37% | 21.54% |
5 Year | 14.51% | 22.82% |
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 | 13.03% | 19.96% |
Sharp | 0.63% | 0.86% |
Beta | 0.99% | 1.00% |
Alpha | -0.62% | -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 | 1.27 | 0.4 |
Large Cap | 97.46 | - |
Mid Cap | 1.27 | 8.32 |
Small Cap | - | 91.55 |
Sector Allocation
Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.41 | 0.66 |
Energy | 10.93 | 1.57 |
Technology | 13.91 | 7.93 |
Industrials | 5.71 | 21.16 |
Basic Materials | 5.82 | 14.14 |
Consumer Defensive | 7.97 | 4.25 |
Financial Services | 34.21 | 20.52 |
Healthcare | 3.89 | 13.15 |
Consumer Cyclical | 10.28 | 9.84 |
Communication Services | 4.12 | 2.92 |
Utilities | 2.74 | 1.92 |
Real Estate | - | 2.21 |
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