ICICI Prudential Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
ICICI Prudential Nifty Next 50 Index Fund - Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8151 Cr | ₹1018 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Jun 2010 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Next 50 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 45% | 60% |
| Expense Ratio | 0.66 | 1.04 |
| Manager | Kayzad Eghlim | Swapnil P Mayekar |
| ISIN Code | INF109K01IF1 | INF247L01924 |
| Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | -1.69% | -3.73% |
| 6 Month | 2.61% | -4.5% |
| 1 Year | -6.02% | -10.19% |
| 3 Year | 16.26% | 18.2% |
| 5 Year | 16.4% | 21.91% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 0.19% | -4.62% |
| 1 Year | 10.57% | 1.71% |
| 3 Year | 14.52% | 11.75% |
| 5 Year | 14.57% | 15.44% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 8.88% | 26.87% |
| 3 Year | 15.75% | 25.35% |
| 5 Year | 13.58% | 28.99% |
Risk Management
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 16.75% | 19.63% |
| Sharp | 0.93% | 0.68% |
| Beta | 1.15% | 1.00% |
| Alpha | 3.61% | -1.13% |
Fund Managers
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Name | Kayzad Eghlim | Swapnil P Mayekar |
| Total AUM | ₹20431 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 6.24 | 2.68 |
| Large Cap | 81.26 | - |
| Mid Cap | 12.49 | 1.92 |
| Small Cap | - | 95.4 |
Sector Allocation
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.08 | 0.21 |
| Industrials | 10.82 | 19.51 |
| Healthcare | 6.3 | 15.2 |
| Financial Services | 20.15 | 22.01 |
| Energy | 5.62 | 1.68 |
| Consumer Cyclical | 11.19 | 11.1 |
| Basic Materials | 12.68 | 10.46 |
| Consumer Defensive | 12.03 | 4.12 |
| Utilities | 13.06 | 2.69 |
| Technology | 2.26 | 8.38 |
| Real Estate | 3.52 | 2.21 |
| Communication Services | 2.29 | 2.44 |
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