LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
IDBI Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹919 Cr | ₹97 Cr | ₹97 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 10 Sep 2019 | 20 Sep 2010 | 20 Sep 2010 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 60% | 47% | % |
Expense Ratio | 1.04 | 0.9 | 0.9 |
Manager | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF247L01924 | INF397L01174 | INF397L01174 |
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 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Month | 2.26% | 1.27% | 1.27% |
6 Month | 1.14% | 3.45% | 3.45% |
1 Year | -0.4% | -6.62% | -6.62% |
3 Year | 27.82% | 21.06% | 21.06% |
5 Year | 32.12% | 20.69% | 20.69% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
6 Month | 15.4% | 9.03% | 9.03% |
1 Year | 14.32% | 4.02% | 4.02% |
3 Year | 23.94% | 19.18% | 19.18% |
5 Year | 23.91% | 17.87% | 17.87% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Year | 29.91% | 9.92% | 9.92% |
3 Year | 26% | 15.15% | 15.15% |
5 Year | 29.41% | 12.73% | 12.73% |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Standard Deviation | 19.38% | 18.90% | 18.90% |
Sharp | 1.10% | 0.86% | 0.86% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -1.23% | -0.94% | -0.94% |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular 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 | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.78 | 2.86 | 2.86 |
Small Cap | 97.3 | - | - |
Mid Cap | 1.78 | 9.65 | 9.65 |
Large Cap | 0.14 | 87.49 | 87.49 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.25 | 0.45 | 0.45 |
Utilities | 2.86 | 10.79 | 10.79 |
Financial Services | 19.52 | 20.92 | 20.92 |
Consumer Defensive | 4.48 | 13.05 | 13.05 |
Consumer Cyclical | 9.69 | 10.53 | 10.53 |
Technology | 8.56 | 2.05 | 2.05 |
Communication Services | 2.91 | 2.41 | 2.41 |
Industrials | 23.4 | 14.77 | 14.77 |
Basic Materials | 12.12 | 10.02 | 10.02 |
Healthcare | 12.79 | 6.15 | 6.15 |
Energy | 1.4 | 5 | 5 |
Real Estate | 2.03 | 3.86 | 3.86 |
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