HDFC Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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HDFC Nifty 50 Index Fund - Growth Plan

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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	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹20409 Cr	₹919 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	18 Jul 2002	10 Sep 2019
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY Smallcap 250 TRI
Turn Over	8.28%	60%
Expense Ratio	0.36	1.04
Manager	Arun Agarwal	Swapnil P Mayekar
ISIN Code	INF179K01KZ8	INF247L01924
Exits Load	HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./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

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	3.65%	6%
6 Month	8.23%	-0.59%
1 Year	7.44%	3.27%
3 Year	18.27%	28.56%
5 Year	20.69%	32.53%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	9.52%	15.77%
1 Year	14.33%	13.32%
3 Year	16.16%	24.75%
5 Year	15.67%	24.38%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	14.24%	29.91%
3 Year	12.7%	26%
5 Year	12.53%	29.41%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	13.12%	19.96%
Sharp	0.64%	0.86%
Beta	1.00%	1.00%
Alpha	-0.42%	-1.23%

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Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name	Arun Agarwal	Swapnil P Mayekar
Total AUM	₹110478 Cr	₹9006 Cr
Funds Managed	14	9
	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.91	0.4
Large Cap	97.82	-
Mid Cap	1.27	8.32
Small Cap	-	91.55

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.05	0.66
Energy	10.97	1.57
Technology	13.97	7.93
Industrials	5.74	21.16
Basic Materials	5.84	14.14
Consumer Defensive	8	4.25
Financial Services	34.33	20.52
Healthcare	3.91	13.15
Consumer Cyclical	10.32	9.84
Communication Services	4.13	2.92
Utilities	2.75	1.92
Real Estate	-	2.21