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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) ₹2479 Cr ₹2432 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 -4.95% -0.76%
6 Month 15.69% 11.55%
1 Year -4.61% -0.14%
3 Year 22.41% 14.71%
5 Year - 19.48%

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 3.2% 2.65%
1 Year -0.7% 3.72%
3 Year 16.91% 13.24%
5 Year - 14.26%

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 26.94% 17.23%
3 Year 25% 17.88%
5 Year - 20.57%

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 19.19% 13.40%
Sharp 0.88% 0.69%
Beta 0.99% 1.00%
Alpha -1.42% -1.02%

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 0.67 2.61
Small Cap 97.14 10.48
Mid Cap 1.99 18.86
Large Cap 0.2 68.03

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 0.27
Utilities 2.89 3.71
Financial Services 19.88 30.88
Consumer Defensive 4.47 6.75
Consumer Cyclical 9.57 10.86
Technology 7.95 9.04
Communication Services 2.82 3.86
Industrials 22.72 11.16
Basic Materials 12.38 8.16
Healthcare 13.97 6.68
Energy 1.34 7.42
Real Estate 1.94 1.2

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