HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Smallcap 250 Index compare

HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Smallcap 250 Index compare

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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HSBC NIFTY 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Fund	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹997 Cr	₹347 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	10 Sep 2019	16 Apr 2020
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY 50 TRI
Turn Over	60%	8%
Expense Ratio	1.04	0.45
Manager	Swapnil P Mayekar	Praveen Ayathan
ISIN Code	INF247L01924	INF917K01D38
Exits Load	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	HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month	-0.1%	2.7%
6 Month	7.72%	6.09%
1 Year	1.98%	10.68%
3 Year	21.32%	12.82%
5 Year	26.05%	15.96%

SIP Return Analysis

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month	-0.64%	2.33%
1 Year	7.76%	12.5%
3 Year	15.36%	12.14%
5 Year	17.72%	12.44%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year	27.16%	13.72%
3 Year	25.43%	15.17%
5 Year	29.25%	18.28%

Risk Management

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation	19.42%	11.65%
Sharp	0.80%	0.57%
Beta	1.00%	1.00%
Alpha	-1.14%	-0.51%

Fund Managers

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Name	Swapnil P Mayekar	Praveen Ayathan
Total AUM	₹9006 Cr	₹3762 Cr
Funds Managed	9	5
	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	2.94	3.19
Small Cap	94.97	-
Mid Cap	2.09	1.4
Large Cap	-	95.42

Sector Allocation

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	0.33	0.07
Utilities	2.84	2.55
Consumer Defensive	3.96	6.78
Consumer Cyclical	11.13	11.67
Communication Services	2.55	4.53
Technology	8.43	9.9
Healthcare	14.86	4.29
Industrials	19.9	7.08
Basic Materials	11.13	6.32
Financial Services	21.34	36.45
Energy	1.68	10.36
Real Estate	1.86	-

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