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Motilal Oswal Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹965 Cr | ₹738 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 TRI |
| Turn Over | 60% | 10% |
| Expense Ratio | 1.04 | 0.55 |
| Manager | Swapnil P Mayekar | Swapnil P Mayekar |
| ISIN Code | INF247L01924 | INF247L01AF4 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | 4.86% | 2.81% |
| 6 Month | 23.54% | 13.17% |
| 1 Year | -6.1% | 0.32% |
| 3 Year | 21.98% | 13.65% |
| 5 Year | 26.67% | 17.69% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | 3.89% | 3.11% |
| 1 Year | 9.44% | 10.57% |
| 3 Year | 18.85% | 12.52% |
| 5 Year | 20.19% | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 28.8% | 17.15% |
| 3 Year | 26.16% | 15.38% |
| 5 Year | 30.93% | 19.51% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 19.45% | 12.12% |
| Sharp | 0.73% | 0.45% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.16% | -0.60% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Swapnil P Mayekar |
| Total AUM | ₹9006 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.78 | 3.66 |
| Small Cap | 97.01 | - |
| Mid Cap | 2 | 1.12 |
| Large Cap | 0.21 | 95.21 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.15 | 0.85 |
| Utilities | 2.67 | 2.51 |
| Financial Services | 19.78 | 36.51 |
| Consumer Defensive | 4.71 | 6.9 |
| Consumer Cyclical | 9.95 | 12.07 |
| Technology | 7.93 | 10.42 |
| Communication Services | 2.9 | 4.61 |
| Industrials | 22.73 | 5.84 |
| Basic Materials | 12.09 | 6.24 |
| Healthcare | 13.98 | 3.72 |
| Energy | 1.3 | 10.34 |
| Real Estate | 1.84 | - |
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