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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
LIC 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 | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC 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 | Average | Very High |
| Asset Size (Cr) | ₹997 Cr | ₹99 Cr | ₹99 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 | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Month | -0.73% | 1.49% | 1.49% |
| 6 Month | 12.57% | 11.82% | 11.82% |
| 1 Year | -2.77% | -0.24% | -0.24% |
| 3 Year | 21.23% | 16.92% | 16.92% |
| 5 Year | 26.49% | 19.08% | 19.08% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 6 Month | -0.64% | 2.53% | 2.53% |
| 1 Year | 7.76% | 12.31% | 12.31% |
| 3 Year | 15.36% | 16.05% | 16.05% |
| 5 Year | 17.72% | 15.44% | 15.44% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Year | 27.16% | 9.13% | 9.13% |
| 3 Year | 25.43% | 15.41% | 15.41% |
| 5 Year | 29.25% | 13.24% | 13.24% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Standard Deviation | 19.42% | 17.74% | 17.74% |
| Sharp | 0.80% | 0.63% | 0.63% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -1.14% | -1.01% | -1.01% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC 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 | LIC 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 |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 2.94 | 6.64 | 6.64 |
| Small Cap | 94.97 | - | - |
| Mid Cap | 2.09 | 12.36 | 12.36 |
| Large Cap | - | 81 | 81 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 0.33 | 0.59 | 0.59 |
| Utilities | 2.84 | 12.74 | 12.74 |
| Consumer Defensive | 3.96 | 12.39 | 12.39 |
| Consumer Cyclical | 11.13 | 11.44 | 11.44 |
| Communication Services | 2.55 | 2.24 | 2.24 |
| Technology | 8.43 | 2.09 | 2.09 |
| Healthcare | 14.86 | 5.91 | 5.91 |
| Industrials | 19.9 | 11.15 | 11.15 |
| Basic Materials | 11.13 | 12.76 | 12.76 |
| Financial Services | 21.34 | 19.92 | 19.92 |
| Energy | 1.68 | 5.35 | 5.35 |
| Real Estate | 1.86 | 3.41 | 3.41 |
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