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

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

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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	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)	₹2653 Cr	₹2757 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	0.52%	1.08%
6 Month	-5.21%	2.38%
1 Year	-7.69%	5.82%
3 Year	19.68%	15.73%
5 Year	21.27%	15.69%

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	-1.41%	3.57%
1 Year	5.56%	15.35%
3 Year	11.59%	13.56%
5 Year	15.4%	13.9%

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	22.57%	14.61%
3 Year	23.77%	17.35%
5 Year	24.03%	19.37%

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	17.99%	12.78%
Sharp	-	-
Beta	-	-
Alpha	-	-

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	0.09	0.09
Small Cap	90.85	9.52
Mid Cap	9.06	19.46
Large Cap	-	70.93

Sector Allocation

Scheme Name	Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	0.09	0.09
Gas	1.24	0.64
Food Products	0.52	0.84
Auto Components	5.01	2.02
IT - Services	1.79	0.3
Telecom - Equipment & Accessories	0.35	0.03
Pharmaceuticals & Biotechnology	9.83	4.73
Transport Services	2.06	0.93
Chemicals & Petrochemicals	4.58	1.23
Capital Markets	8.73	2.03
Minerals & Mining	0.51	0.18
Fertilizers & Agrochemicals	1.56	0.67
Retailing	1.08	2.65
Power	2.29	3.03
Banks	4.18	20.98
Finance	9.48	6.43
Insurance	1.22	1.73
Healthcare Services	4.15	1.55
Paper, Forest & Jute Products	0.47	0.05
Textiles & Apparels	0.75	0.25
Electrical Equipment	1.32	1.96
Industrial Manufacturing	2.54	0.46
Construction	3.38	2.85
Leisure Services	2.36	0.89
IT - Software	2.42	7.75
Telecom - Services	0.63	3.48
Oil	0.15	0.59
Aerospace & Defense	1.17	1.34
Personal Products	1.07	0.69
Automobiles	1.35	5.17
Ferrous Metals	0.47	1.76
IT - Hardware	0.27	0.03
Commercial Services & Supplies	2.1	0.2
Petroleum Products	0.83	6.23
Cement & Cement Products	0.94	1.92
Agricultural Food & other Products	1.05	0.83
Industrial Products	6.84	1.73
Consumer Durables	4.19	2.78
Consumer Services	0.31	0.03
Entertainment	1.28	0.13
Healthcare Equipment & Supplies	0.37	0.04
Realty	1.73	1.12
Agricultural, Commercial & Construction Vehicles	0.56	0.34
Household Products	0.43	0.04
Diversified	0.55	0.12
Non - Ferrous Metals	0.54	0.85
Beverages	1.26	0.71
Diversified FMCG	-	3.03
Diversified Metals	-	0.44
Cigarettes & Tobacco Products	-	0.06
Financial Technology (Fintech)	-	0.55
Metals & Minerals Trading	-	0.3
Consumable Fuels	-	0.43
Transport Infrastructure	-	0.79