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) | ₹7964 Cr | ₹997 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹0 | ₹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 | 1.88% | -0.1% |
| 6 Month | 7.55% | 7.72% |
| 1 Year | 4.03% | 1.98% |
| 3 Year | 17.23% | 21.32% |
| 5 Year | 18.87% | 26.05% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 2.52% | -0.64% |
| 1 Year | 12.28% | 7.76% |
| 3 Year | 16.22% | 15.36% |
| 5 Year | 15.58% | 17.72% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 8.96% | 27.16% |
| 3 Year | 15.71% | 25.43% |
| 5 Year | 13.5% | 29.25% |
Risk Management
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 17.83% | 19.42% |
| Sharp | 0.65% | 0.80% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.82% | -1.14% |
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 | 6.15 | 2.94 |
| Large Cap | 81.37 | - |
| Mid Cap | 12.47 | 2.09 |
| Small Cap | - | 94.97 |
Sector Allocation
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.06 | 0.33 |
| Industrials | 11.23 | 19.9 |
| Consumer Cyclical | 11.5 | 11.13 |
| Healthcare | 5.93 | 14.86 |
| Consumer Defensive | 12.46 | 3.96 |
| Financial Services | 19.99 | 21.34 |
| Energy | 5.37 | 1.68 |
| Basic Materials | 12.9 | 11.13 |
| Utilities | 12.79 | 2.84 |
| Technology | 2.11 | 8.43 |
| Real Estate | 3.42 | 1.86 |
| Communication Services | 2.24 | 2.55 |
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