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

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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tortoise-icon 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) ₹796 Cr ₹2040 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 1.58% 3.17%
6 Month -12.32% -3.24%
1 Year -3.5% 4.94%
3 Year 16.76% 14.12%
5 Year 32.44% 22.15%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month -1.85% 1.75%
1 Year -13.19% -3.7%
3 Year 18.43% 14.54%
5 Year 21.75% 15.89%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year 32.79% 20.17%
3 Year 26.54% 18.05%
5 Year 29.13% 18.26%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation 19.328% 13.77%
Sharp 0.577% 0.51%
Beta - -
Alpha - -

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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 0.4 0.79
Small Cap 91.55 2.87
Mid Cap 8.32 17.44
Large Cap - 71.39

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others 0.66 0.27
Utilities 1.92 3.34
Consumer Defensive 4.25 6.77
Consumer Cyclical 9.84 9.76
Technology 7.93 10.23
Communication Services 2.92 3.37
Industrials 21.16 8.24
Basic Materials 14.14 7.08
Financial Services 20.52 29.41
Healthcare 13.15 5.57
Energy 1.57 7.37
Real Estate 2.21 1.1

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