HSBC NIFTY NEXT 50 INDEX FUND vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High |
Asset Size (Cr) | ₹796 Cr | ₹130 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 Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Next 50 TRI |
Turn Over | 60% | 54% |
Expense Ratio | 1.04 | 0.8 |
Manager | Swapnil P Mayekar | Praveen Ayathan |
ISIN Code | INF247L01924 | INF917K01D95 |
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 Next 50 Index Fund - 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 NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -7.21% | -0.89% |
6 Month | -13.06% | -15.09% |
1 Year | 1.77% | 6.67% |
3 Year | 15.34% | 13.27% |
5 Year | 22.91% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -7.51% | -11.57% |
3 Year | 21.82% | 17.88% |
5 Year | 25.51% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 32.79% | 23.04% |
3 Year | 26.54% | 18.82% |
5 Year | 29.13% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 17.99% | 16.7% |
Sharp | 1.01% | 0.92% |
Beta | 1.01% | 1.15% |
Alpha | -1.31% | 3.38% |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Swapnil P Mayekar | Praveen Ayathan |
Total AUM | ₹9006 Cr | ₹3762 Cr |
Fund Manage | 9 | 5 |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.06 | -0.29 |
Small Cap | 91.18 | - |
Mid Cap | 8.84 | 10.85 |
Large Cap | - | 89.44 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.06 | -0.29 |
Gas | 1.42 | 2.75 |
Food Products | 0.72 | - |
Auto Components | 3.74 | 3.12 |
Construction | 4.73 | - |
IT - Services | 1.36 | - |
Telecom - Equipment & Accessories | 0.66 | - |
Transport Services | 1.01 | 3.68 |
Chemicals & Petrochemicals | 5.12 | 1.84 |
Capital Markets | 10.59 | - |
Fertilizers & Agrochemicals | 1.51 | - |
Agricultural Food & other Products | 1.03 | - |
Banks | 3.18 | 5.66 |
Finance | 6.93 | 14.56 |
Insurance | 0.33 | 3.62 |
Pharmaceuticals & Biotechnology | 8.68 | 5.49 |
Healthcare Services | 3.37 | - |
Consumer Durables | 6.67 | 1.74 |
Paper, Forest & Jute Products | 0.67 | - |
Textiles & Apparels | 1.14 | - |
Electrical Equipment | 3.23 | 5.08 |
Industrial Manufacturing | 3.38 | - |
Leisure Services | 2.81 | 0.98 |
IT - Software | 3.57 | 2.13 |
Telecom - Services | 1.01 | - |
Aerospace & Defense | 0.61 | 3.27 |
Personal Products | 0.58 | 2.91 |
Ferrous Metals | 0.25 | 1.46 |
IT - Hardware | 0.22 | - |
Cement & Cement Products | 1.48 | 2.9 |
Commercial Services & Supplies | 1.86 | - |
Minerals & Mining | 0.14 | - |
Non - Ferrous Metals | 1.38 | - |
Industrial Products | 5.94 | - |
Petroleum Products | 0.64 | 2.11 |
Entertainment | 1.46 | - |
Healthcare Equipment & Supplies | 0.51 | - |
Realty | 2.44 | 3.77 |
Agricultural, Commercial & Construction Vehicles | 0.72 | - |
Cigarettes & Tobacco Products | 0.36 | - |
Automobiles | 0.3 | 2.29 |
Household Products | 0.47 | - |
Power | 1.03 | 9.42 |
Transport Infrastructure | 0.25 | - |
Retailing | 0.97 | 12.91 |
Diversified | 0.51 | - |
Beverages | 1.04 | 5.5 |
Diversified Metals | - | 3.1 |
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