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) | ₹978 Cr | ₹138 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 | -2.78% | -2.21% |
6 Month | 10.89% | 8.33% |
1 Year | -4.28% | -9.41% |
3 Year | 24.62% | 17.65% |
5 Year | 31.16% | 20.1% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 10.7% | 4.57% |
1 Year | 10.1% | -0.29% |
3 Year | 22.25% | 17.47% |
5 Year | 22.69% | 16.84% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 29.91% | 18.64% |
3 Year | 26% | 18.49% |
5 Year | 29.41% | 22.58% |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 19.38% | 18.95% |
Sharp | 1.10% | 0.85% |
Beta | 1.00% | 1.00% |
Alpha | -1.23% | -1.10% |
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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 |
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 | 0.67 | 2.62 |
Small Cap | 97.15 | - |
Mid Cap | 1.98 | 9.66 |
Large Cap | 0.2 | 87.72 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.04 | 0.2 |
Utilities | 3.02 | 10.76 |
Financial Services | 20.68 | 20.89 |
Consumer Defensive | 4.31 | 13.1 |
Consumer Cyclical | 9.53 | 10.74 |
Technology | 8.48 | 2.06 |
Communication Services | 2.93 | 2.42 |
Industrials | 22.39 | 14.79 |
Basic Materials | 12.19 | 10.02 |
Healthcare | 13.02 | 6.15 |
Energy | 1.34 | 4.99 |
Real Estate | 2.15 | 3.87 |
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