HDFC Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

HDFC Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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HDFC Nifty 50 Index Fund - Growth Plan

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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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)	₹21978 Cr	₹1044 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	1.28%	0.7%
6 Month	4.73%	4.74%
1 Year	11.48%	2.06%
3 Year	13.17%	21.69%
5 Year	15.96%	25.92%

SIP Return Analysis

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	3.54%	-1.2%
1 Year	15.18%	8.48%
3 Year	13.2%	15.44%
5 Year	13.12%	17.81%

Rolling Lumpsum Returns

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	13.91%	27.16%
3 Year	12.88%	25.43%
5 Year	12.63%	29.25%

Risk Management

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	11.68%	19.42%
Sharp	0.58%	0.80%
Beta	1.00%	1.00%
Alpha	-0.41%	-1.14%

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	3.75	2.94
Large Cap	94.87	-
Mid Cap	1.38	2.09
Small Cap	-	94.97

Sector Allocation

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.51	0.33
Energy	10.66	1.68
Technology	9.9	8.43
Industrials	7.25	19.9
Basic Materials	6.38	11.13
Healthcare	4.22	14.86
Consumer Defensive	6.7	3.96
Financial Services	36.32	21.34
Consumer Cyclical	10.86	11.13
Communication Services	4.74	2.55
Utilities	2.46	2.84
Real Estate	-	1.86

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