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LIC MF Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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tortoise-icon LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Risk Very High Risk Very High Risk
Asset Size (Cr) ₹796 Cr ₹314 Cr ₹314 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 10 Sep 2019 05 Dec 2002 05 Dec 2002
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY 50 TRI NIFTY 50 TRI
Turn Over 60% % 40%
Expense Ratio 1.04 1.01 1.01
Manager Swapnil P Mayekar Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF247L01924 INF767K01162 INF767K01162
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 LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Month -7.21% -0.08% -0.08%
6 Month -13.06% -4.67% -4.67%
1 Year 1.77% 6.09% 6.09%
3 Year 15.34% 9.94% 9.94%
5 Year 22.91% 13.57% 13.57%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
6 Month - - -
1 Year -7.51% 0.23% 0.23%
3 Year 21.82% 12.16% 12.16%
5 Year 25.51% 14.35% 14.35%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Year 32.79% 12.79% 12.79%
3 Year 26.54% 11.61% 11.61%
5 Year 29.13% 11.49% 11.49%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Standard Deviation 17.99% 12.45% 12.45%
Sharp 1.01% 0.64% 0.64%
Beta 1.01% 0.99% 0.99%
Alpha -1.31% -2.33% -2.33%

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Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Name Swapnil P Mayekar Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹9006 Cr ₹1786 Cr ₹1786 Cr
Fund Manage 9 6 6
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others -0.06 0.26 0.26
Small Cap 91.18 - -
Mid Cap 8.84 - -
Large Cap - 99.75 99.75

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others -0.06 0.26 0.26
Gas 1.42 - -
Food Products 0.72 1.37 1.37
Auto Components 3.74 - -
Construction 4.73 3.94 3.94
IT - Services 1.36 - -
Telecom - Equipment & Accessories 0.66 - -
Transport Services 1.01 - -
Chemicals & Petrochemicals 5.12 - -
Capital Markets 10.59 - -
Fertilizers & Agrochemicals 1.51 - -
Agricultural Food & other Products 1.03 0.6 0.6
Banks 3.18 29.22 29.22
Finance 6.93 3.44 3.44
Insurance 0.33 1.38 1.38
Pharmaceuticals & Biotechnology 8.68 3.33 3.33
Healthcare Services 3.37 0.65 0.65
Consumer Durables 6.67 2.45 2.45
Paper, Forest & Jute Products 0.67 - -
Textiles & Apparels 1.14 - -
Electrical Equipment 3.23 - -
Industrial Manufacturing 3.38 - -
Leisure Services 2.81 - -
IT - Software 3.57 12.89 12.89
Telecom - Services 1.01 3.97 3.97
Aerospace & Defense 0.61 0.93 0.93
Personal Products 0.58 - -
Ferrous Metals 0.25 1.98 1.98
IT - Hardware 0.22 - -
Cement & Cement Products 1.48 2.04 2.04
Commercial Services & Supplies 1.86 - -
Minerals & Mining 0.14 - -
Non - Ferrous Metals 1.38 0.89 0.89
Industrial Products 5.94 - -
Petroleum Products 0.64 8.92 8.92
Entertainment 1.46 - -
Healthcare Equipment & Supplies 0.51 - -
Realty 2.44 - -
Agricultural, Commercial & Construction Vehicles 0.72 - -
Cigarettes & Tobacco Products 0.36 - -
Automobiles 0.3 7.45 7.45
Household Products 0.47 - -
Power 1.03 3.09 3.09
Transport Infrastructure 0.25 0.93 0.93
Retailing 0.97 1.46 1.46
Diversified 0.51 - -
Beverages 1.04 - -
Diversified FMCG - 6.3 6.3
Oil - 0.95 0.95
Metals & Minerals Trading - 0.63 0.63
Consumable Fuels - 0.94 0.94

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