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HDFC Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon 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) ₹18383 Cr ₹796 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 0.83% 8.79%
6 Month 0.16% -5.95%
1 Year 6.35% 2.54%
3 Year 16.95% 27.31%
5 Year 20.74% 33.63%

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month 6.37% 13.01%
1 Year 7.04% 8.07%
3 Year 13.54% 23.04%
5 Year 14.18% 23.5%

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 14.24% 29.91%
3 Year 12.7% 26%
5 Year 12.53% 29.41%

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 13.108% 19.328%
Sharp 0.344% 0.577%
Beta - -
Alpha - -

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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 0.91 0.4
Large Cap 97.82 -
Mid Cap 1.27 8.32
Small Cap - 91.55

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.05 0.66
Energy 10.97 1.57
Technology 13.97 7.93
Industrials 5.74 21.16
Basic Materials 5.84 14.14
Consumer Defensive 8 4.25
Financial Services 34.33 20.52
Healthcare 3.91 13.15
Consumer Cyclical 10.32 9.84
Communication Services 4.13 2.92
Utilities 2.75 1.92
Real Estate - 2.21

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