Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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Chart Comparison

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

Overview

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Fund	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹965 Cr	₹2427 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	10 Sep 2019	10 Sep 2019
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY 500 TRI
Turn Over	60%	10%
Expense Ratio	1.04	0.88
Manager	Swapnil P Mayekar	Swapnil P Mayekar
ISIN Code	INF247L01924	INF247L01940
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	Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month	4.86%	3.34%
6 Month	23.54%	15.88%
1 Year	-6.1%	-2%
3 Year	21.98%	15.32%
5 Year	26.67%	19.52%

SIP Return Analysis

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month	3.89%	3.35%
1 Year	9.44%	10.36%
3 Year	18.85%	14.33%
5 Year	20.19%	14.63%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year	28.8%	17.23%
3 Year	26.16%	17.88%
5 Year	30.93%	20.57%

Risk Management

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation	19.45%	13.38%
Sharp	0.73%	0.53%
Beta	1.00%	1.00%
Alpha	-1.16%	-1.01%

Fund Managers

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
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 500 Index Fund - Regular Plan

Market Cap

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	0.78	2.48
Small Cap	97.01	10.32
Mid Cap	2	18.7
Large Cap	0.21	68.48

Sector Allocation

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	0.15	0.14
Utilities	2.67	3.63
Financial Services	19.78	30.26
Consumer Defensive	4.71	6.97
Consumer Cyclical	9.95	11.57
Technology	7.93	9.16
Communication Services	2.9	3.86
Industrials	22.73	11.09
Basic Materials	12.09	8.24
Healthcare	13.98	6.56
Energy	1.3	7.32
Real Estate	1.84	1.17

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