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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 | ₹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 | 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% |
SIP Return Analysis
| 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% |
Rolling Lumpsum Returns
| 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% |
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 | 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 |
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