HDFC Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

Link copied to clipboard!

HDFC Nifty 50 Index Fund - Growth Plan

Invest Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Invest Now

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)	₹22531 Cr	₹1018 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	1.11%	0.5%
6 Month	3.77%	-5.21%
1 Year	9.77%	-7.02%
3 Year	13.92%	20.07%
5 Year	14.26%	21.48%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	4.5%	-1.42%
1 Year	16.7%	5.86%
3 Year	13.19%	12.05%
5 Year	13.02%	15.72%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	13.8%	26.48%
3 Year	12.9%	25.21%
5 Year	12.66%	28.8%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	12.46%	17.99%
Sharp	-	-
Beta	-	-
Alpha	-	-

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	0.04	-0.1
Large Cap	99.96	-
Small Cap	-	91.02
Mid Cap	-	9.06

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.04	-0.1
Petroleum Products	8.88	0.83
IT - Software	10.23	2.42
Construction	4	3.38
Ferrous Metals	2.07	0.47
Consumer Durables	2.44	4.2
Healthcare Services	1.34	4.17
Diversified FMCG	5.09	-
Non - Ferrous Metals	0.98	0.54
Banks	30.25	4.19
Pharmaceuticals & Biotechnology	2.97	9.84
Cement & Cement Products	2.03	0.94
Automobiles	6.81	1.36
Insurance	1.43	1.22
Agricultural Food & other Products	0.64	1.05
Oil	0.79	0.15
Food Products	0.76	0.52
Aerospace & Defense	1.23	1.17
Finance	5.15	9.51
Telecom - Services	4.79	0.63
Metals & Minerals Trading	0.5	-
Consumable Fuels	0.71	-
Transport Services	1.08	2.07
Power	2.31	2.3
Transport Infrastructure	0.94	-
Retailing	2.54	1.08
Gas	-	1.24
Auto Components	-	5.02
IT - Services	-	1.8
Telecom - Equipment & Accessories	-	0.35
Chemicals & Petrochemicals	-	4.58
Capital Markets	-	8.73
Minerals & Mining	-	0.51
Fertilizers & Agrochemicals	-	1.56
Paper, Forest & Jute Products	-	0.47
Textiles & Apparels	-	0.76
Electrical Equipment	-	1.32
Industrial Manufacturing	-	2.54
Leisure Services	-	2.37
Personal Products	-	1.08
IT - Hardware	-	0.27
Commercial Services & Supplies	-	2.1
Industrial Products	-	6.84
Consumer Services	-	0.31
Entertainment	-	1.28
Healthcare Equipment & Supplies	-	0.37
Realty	-	1.73
Agricultural, Commercial & Construction Vehicles	-	0.56
Household Products	-	0.44
Diversified	-	0.55
Beverages	-	1.26