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

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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LIC MF Nifty 50 Index Fund-Growth

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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	Very High	Very High
Asset Size (Cr)	₹978 Cr	₹342 Cr	₹342 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	Index	Index
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

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	-5.02%	-3.7%	-3.7%
6 Month	6.3%	4.79%	4.79%
1 Year	-5.85%	-1.53%	-1.53%
3 Year	22.93%	12.38%	12.38%
5 Year	30.28%	17.29%	17.29%

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	10.7%	3.23%	3.23%
1 Year	10.1%	5.44%	5.44%
3 Year	22.25%	12.35%	12.35%
5 Year	22.69%	13.09%	13.09%

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	28.8%	12.29%	12.29%
3 Year	26.16%	11.65%	11.65%
5 Year	30.93%	11.6%	11.6%

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	19.38%	12.45%	12.45%
Sharp	1.10%	0.64%	0.64%
Beta	1.00%	0.99%	0.99%
Alpha	-1.23%	-2.33%	-2.33%

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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
Funds Managed	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

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	0.67	3.51	3.51
Small Cap	97.15	-	-
Mid Cap	1.98	1.12	1.12
Large Cap	0.2	95.36	95.36

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	-0.04	0.52	0.52
Utilities	3.02	2.54	2.54
Financial Services	20.68	37.23	37.23
Consumer Defensive	4.31	6.47	6.47
Consumer Cyclical	9.42	11.08	11.08
Technology	8.48	11.18	11.18
Communication Services	2.93	4.68	4.68
Industrials	22.51	5.94	5.94
Basic Materials	12.19	5.89	5.89
Healthcare	13.02	3.54	3.54
Energy	1.34	10.93	10.93
Real Estate	2.15	-	-