Motilal Oswal Nifty 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2682 Cr | ₹861 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 16 Oct 2020 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 TRI |
| Turn Over | 72% | 10% |
| Expense Ratio | 0.94 | 0.55 |
| Manager | Himanshu Mange | Swapnil P Mayekar |
| ISIN Code | INF204KB12W7 | INF247L01AF4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | -4.45% | -2.37% |
| 6 Month | -9.07% | 2.01% |
| 1 Year | 0.11% | 9.62% |
| 3 Year | 19.43% | 13.44% |
| 5 Year | 19.8% | 13.76% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | -1.43% | 2.57% |
| 1 Year | 4% | 12.6% |
| 3 Year | 9.89% | 11.66% |
| 5 Year | 14.52% | 12.18% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 19.8% | 14.24% |
| 3 Year | 23.63% | 14.87% |
| 5 Year | 23.15% | 17.48% |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 19.44% | 11.27% |
| Sharp | 0.70% | 0.62% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.58% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Name | Himanshu Mange | Swapnil P Mayekar |
| Total AUM | ₹0 Cr | ₹9006 Cr |
| Funds Managed | 10 | 9 |
| Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 7.15 | 3.31 |
| Small Cap | 91.12 | - |
| Mid Cap | 1.73 | 1.26 |
| Large Cap | - | 95.42 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0 | -0.06 |
| Utilities | 2.56 | 2.32 |
| Consumer Defensive | 4.09 | 6.42 |
| Consumer Cyclical | 11.28 | 10.86 |
| Communication Services | 2.38 | 4.93 |
| Technology | 7.89 | 10.42 |
| Healthcare | 15.31 | 4.16 |
| Industrials | 19.01 | 7.04 |
| Basic Materials | 11.17 | 6.38 |
| Financial Services | 22.5 | 36.6 |
| Real Estate | 2.15 | - |
| Energy | 1.67 | 10.94 |
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