HDFC Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Overview

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16593 Cr	₹735 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	01 Jul 2002	05 Sep 2019
Category	Index Fund	Index Fund
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	Exit load of 0.25% if redeemed within 3 days/365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	1.06%	3.04%
6 Month	14.81%	21.77%
1 Year	30.71%	55.53%
3 Year	15.29%	27.16%
5 Year	18.52%	-

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	11.36%	21.34%
3 Year	27.59%	55.87%
5 Year	56.72%	116.92%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	19.05%	36.03%
3 Year	45.25%	85.43%
5 Year	62.66%	127.51%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	12.46%	17.99%
Sharp	0.68%	1.01%
Beta	0.99%	1.01%
Alpha	-1.8%	-1.31%

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Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name	Arun Agarwal	Swapnil P Mayekar
Total AUM	₹110478 Cr	₹9006 Cr
Fund Manage	14	9
	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.39	-0.06
Large Cap	99.61	0.28
Small Cap	-	87.34
Mid Cap	-	12.47

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.39	-0.25
Petroleum Products	10.5	1.03
IT - Software	12.46	3.63
Construction	3.89	5.44
Ferrous Metals	2.18	0.64
Consumer Durables	2.56	5.95
Diversified FMCG	5.76	-
Non - Ferrous Metals	0.95	1.54
Banks	29.67	5.04
Pharmaceuticals & Biotechnology	3.55	6.26
Cement & Cement Products	2.18	1.11
Automobiles	8.02	0.41
Insurance	1.22	-
Agricultural Food & other Products	0.65	1.15
Oil	1	-
Food Products	1.46	0.58
Finance	3.43	8.34
Telecom - Services	3.63	1.29
Metals & Minerals Trading	0.78	-
Healthcare Services	0.58	2.81
Consumable Fuels	1.01	-
Power	3.11	1
Transport Infrastructure	1.02	0.32
Gas	-	1.61
Auto Components	-	5.49
IT - Services	-	1.29
Telecom - Equipment & Accessories	-	0.98
Transport Services	-	1.19
Chemicals & Petrochemicals	-	4.55
Capital Markets	-	8.05
Fertilizers & Agrochemicals	-	1.34
Paper, Forest & Jute Products	-	0.92
Textiles & Apparels	-	1.53
Electrical Equipment	-	2.72
Industrial Manufacturing	-	4.03
Leisure Services	-	2.68
Aerospace & Defense	-	1.06
Personal Products	-	0.58
Commercial Services & Supplies	-	1.68
Minerals & Mining	-	0.18
Industrial Products	-	6.12
Entertainment	-	1.08
Healthcare Equipment & Supplies	-	0.49
Agricultural, Commercial & Construction Vehicles	-	0.81
Cigarettes & Tobacco Products	-	0.32
Household Products	-	0.51
Diversified	-	0.74
Retailing	-	0.94
Realty	-	2.06
Beverages	-	0.79