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 | ₹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 |
Top Comparisons
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.87%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.87%
HDFC Low Duration Fund - Growth
3Y Returns7.1%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.3%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.04%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.32%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns16.75%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns12.22%