- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | Very High |
| Asset Size (Cr) | ₹997 Cr | ₹139 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 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 | -0.22% | 1.02% |
| 6 Month | 10.67% | 8.42% |
| 1 Year | -5.29% | -1.86% |
| 3 Year | 20.77% | 16.68% |
| 5 Year | 26.71% | 19.31% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | -0.64% | 2.55% |
| 1 Year | 7.76% | 12.24% |
| 3 Year | 15.36% | 16.02% |
| 5 Year | 17.72% | 15.35% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 27.98% | 14.8% |
| 3 Year | 25.86% | 18.5% |
| 5 Year | 30.02% | 20.82% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 19.42% | 17.80% |
| Sharp | 0.80% | 0.64% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.14% | -1.00% |
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 |
| Funds Managed | 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 | 2.94 | 6.15 |
| Small Cap | 94.97 | - |
| Mid Cap | 2.09 | 12.47 |
| Large Cap | - | 81.38 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.33 | 0.06 |
| Utilities | 2.84 | 12.79 |
| Consumer Defensive | 3.96 | 12.46 |
| Consumer Cyclical | 11.13 | 11.5 |
| Communication Services | 2.55 | 2.24 |
| Technology | 8.43 | 2.11 |
| Healthcare | 14.86 | 5.93 |
| Industrials | 19.9 | 11.23 |
| Basic Materials | 11.13 | 12.89 |
| Financial Services | 21.34 | 19.99 |
| Energy | 1.68 | 5.37 |
| Real Estate | 1.86 | 3.42 |
Top Comparisons
DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
3Y Returns11.22%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns38.83%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns31.21%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns31.17%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns21.45%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns23%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.45%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns7%
