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) | ₹796 Cr | ₹89 Cr | ₹89 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 | 1.58% | 2.24% | 2.24% |
6 Month | -12.32% | -8.25% | -8.25% |
1 Year | -3.5% | -0.9% | -0.9% |
3 Year | 16.76% | 14.54% | 14.54% |
5 Year | 32.44% | 21.21% | 21.21% |
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 | -1.85% | 0.68% | 0.68% |
1 Year | -13.19% | -11.58% | -11.58% |
3 Year | 18.43% | 17.85% | 17.85% |
5 Year | 21.75% | 17.33% | 17.33% |
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 | 32.79% | 10.53% | 10.53% |
3 Year | 26.54% | 15.19% | 15.19% |
5 Year | 29.13% | 12.43% | 12.43% |
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 | 19.328% | 19.574% | 19.574% |
Sharp | 0.577% | 0.371% | 0.371% |
Beta | - | - | - |
Alpha | - | - | - |
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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 | 0.4 | 0.26 | 0.26 |
Small Cap | 91.55 | - | - |
Mid Cap | 8.32 | 11.69 | 11.69 |
Large Cap | - | 88.05 | 88.05 |
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 | 0.66 | 0.26 | 0.26 |
Utilities | 1.92 | 12.04 | 12.04 |
Consumer Defensive | 4.25 | 10.43 | 10.43 |
Consumer Cyclical | 9.84 | 12.89 | 12.89 |
Technology | 7.93 | 2.1 | 2.1 |
Communication Services | 2.92 | 2.67 | 2.67 |
Industrials | 21.16 | 14.26 | 14.26 |
Basic Materials | 14.14 | 10.15 | 10.15 |
Financial Services | 20.52 | 23.81 | 23.81 |
Healthcare | 13.15 | 5.8 | 5.8 |
Energy | 1.57 | 2.08 | 2.08 |
Real Estate | 2.21 | 3.51 | 3.51 |
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