- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | -0.36% | -3.27% |
| 6 Month | 5.24% | -2.52% |
| 1 Year | 9.34% | -9.41% |
| 3 Year | 12.94% | 18.28% |
| 5 Year | 14.37% | 21.7% |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 3.59% | -4.62% |
| 1 Year | 16.33% | 1.71% |
| 3 Year | 13.08% | 11.75% |
| 5 Year | 12.95% | 15.44% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 13.83% | 26.63% |
| 3 Year | 12.89% | 25.3% |
| 5 Year | 12.65% | 28.86% |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 11.55% | 19.63% |
| Sharp | 0.53% | 0.68% |
| 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 | 2.68 |
| Large Cap | 95.3 | - |
| Mid Cap | 1.34 | 1.92 |
| Small Cap | - | 95.4 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.05 | 0.21 |
| Energy | 10.88 | 1.68 |
| Technology | 10.22 | 8.38 |
| Industrials | 7.25 | 19.51 |
| Basic Materials | 6.17 | 10.46 |
| Healthcare | 4.32 | 15.2 |
| Consumer Defensive | 6.49 | 4.12 |
| Financial Services | 36.82 | 22.01 |
| Consumer Cyclical | 10.7 | 11.1 |
| Communication Services | 4.79 | 2.44 |
| Utilities | 2.32 | 2.69 |
| Real Estate | - | 2.21 |
Top Comparisons
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.13%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns7.05%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.74%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.18%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.31%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.35%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns22.92%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns16.17%
