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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) | ₹20590 Cr | ₹970 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 | -1.55% | -6.36% |
| 6 Month | 8.1% | 14.83% |
| 1 Year | 2.92% | -2.92% |
| 3 Year | 12.45% | 22.14% |
| 5 Year | 18% | 28.12% |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 2.43% | 3.35% |
| 1 Year | 5.58% | 0.19% |
| 3 Year | 11.82% | 17.46% |
| 5 Year | 12.79% | 19.74% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 14.08% | 28.8% |
| 3 Year | 12.8% | 26.16% |
| 5 Year | 12.57% | 30.93% |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 12.13% | 19.30% |
| Sharp | 0.60% | 0.89% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.42% | -1.19% |
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 | 3.12 | 0.8 |
| Large Cap | 95.74 | 0.2 |
| Mid Cap | 1.14 | 1.99 |
| Small Cap | - | 97.01 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.25 | 0.22 |
| Energy | 10.52 | 1.34 |
| Technology | 10.42 | 7.95 |
| Industrials | 5.91 | 22.57 |
| Basic Materials | 6.11 | 12.38 |
| Consumer Defensive | 6.73 | 4.47 |
| Financial Services | 37.76 | 19.88 |
| Healthcare | 3.77 | 13.97 |
| Consumer Cyclical | 11.29 | 9.57 |
| Communication Services | 4.64 | 2.82 |
| Utilities | 2.58 | 2.89 |
| Real Estate | - | 1.94 |
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