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Motilal Oswal Nifty 500 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 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 Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
Fund Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1903 Cr ₹2040 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 16 Oct 2020 10 Sep 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY 500 TRI
Turn Over 72% 10%
Expense Ratio 0.94 0.88
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204KB12W7 INF247L01940
Exits Load Data not available./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 Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month 1.59% 3.17%
6 Month -12.96% -3.24%
1 Year -4.13% 4.94%
3 Year 16.43% 14.12%
5 Year - 22.15%

SIP Return Analysis

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month -2.59% 1.75%
1 Year -14.45% -3.7%
3 Year 17.79% 14.54%
5 Year - 15.89%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year 30.19% 20.17%
3 Year 25.72% 18.05%
5 Year - 18.26%

Risk Management

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation 19.312% 13.77%
Sharp 0.571% 0.51%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
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 500 Index Fund - Regular Plan

Market Cap

Scheme Name

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

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others 0.39 0.79
Small Cap 91.6 2.87
Mid Cap 8.09 17.44
Large Cap - 71.39

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others 0.63 0.27
Utilities 1.97 3.34
Consumer Defensive 3.99 6.77
Consumer Cyclical 9.67 9.76
Technology 8 10.23
Communication Services 2.93 3.37
Industrials 22.75 8.24
Basic Materials 13.96 7.08
Financial Services 19.5 29.41
Healthcare 13.05 5.57
Energy 1.29 7.37
Real Estate 2.33 1.1

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