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Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
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) | ₹997 Cr | ₹2507 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 | 4.37% | 4.84% |
| 6 Month | 13.23% | 8.53% |
| 1 Year | -0.72% | 5.02% |
| 3 Year | 22.4% | 15.96% |
| 5 Year | 27.58% | 19.86% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 0.58% | 2.79% |
| 1 Year | 9.99% | 13.74% |
| 3 Year | 17.57% | 14.75% |
| 5 Year | 19.36% | 14.86% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 27.98% | 16.31% |
| 3 Year | 25.86% | 17.73% |
| 5 Year | 30.02% | 19.68% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 19.39% | 13.12% |
| Sharp | 0.76% | 0.65% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.15% | -1.00% |
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 | 2.25 | 3.64 |
| Small Cap | 95.54 | 10.2 |
| Mid Cap | 2.22 | 18.95 |
| Large Cap | 0 | 67.68 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.04 | 0.42 |
| Utilities | 2.87 | 3.92 |
| Financial Services | 20.62 | 30.53 |
| Consumer Defensive | 3.99 | 6.75 |
| Consumer Cyclical | 11.33 | 11.95 |
| Technology | 8.41 | 8.93 |
| Communication Services | 2.62 | 3.73 |
| Healthcare | 14.97 | 6.42 |
| Industrials | 20.45 | 11.09 |
| Basic Materials | 11.19 | 8.22 |
| Energy | 1.67 | 7.37 |
| Real Estate | 1.85 | 1.14 |
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