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Motilal Oswal Nifty 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

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tortoise-icon Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

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tortoise-icon Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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