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HDFC Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
HDFC Nifty 50 Index Fund - Growth Plan
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
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 | ₹1021 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | -0.64% | -0.55% |
| 6 Month | 1.1% | -8.98% |
| 1 Year | 10.1% | -6.34% |
| 3 Year | 13.19% | 19.11% |
| 5 Year | 13.17% | 19.79% |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 1.83% | -3.65% |
| 1 Year | 10.33% | -1.19% |
| 3 Year | 11.21% | 9.37% |
| 5 Year | 11.88% | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 13.79% | 26.47% |
| 3 Year | 12.91% | 25.16% |
| 5 Year | 12.67% | 28.75% |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 11.26% | 19.56% |
| Sharp | 0.64% | 0.71% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.41% | -1.13% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 3.36 | 7.13 |
| Large Cap | 95.3 | - |
| Mid Cap | 1.34 | 1.73 |
| Small Cap | - | 91.14 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.05 | -0.02 |
| Energy | 10.88 | 1.67 |
| Technology | 10.22 | 7.9 |
| Industrials | 7.25 | 19.01 |
| Basic Materials | 6.17 | 11.17 |
| Healthcare | 4.32 | 15.31 |
| Consumer Defensive | 6.49 | 4.09 |
| Financial Services | 36.82 | 22.5 |
| Consumer Cyclical | 10.7 | 11.28 |
| Communication Services | 4.79 | 2.38 |
| Utilities | 2.32 | 2.56 |
| Real Estate | - | 2.15 |
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