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Motilal Oswal Nifty 500 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
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) | ₹2458 Cr | ₹2427 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 | 4.86% | 3.34% |
| 6 Month | 22.67% | 15.88% |
| 1 Year | -6.76% | -2% |
| 3 Year | 21.61% | 15.32% |
| 5 Year | - | 19.52% |
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 | 3.91% | 3.35% |
| 1 Year | 8.63% | 10.36% |
| 3 Year | 18.32% | 14.33% |
| 5 Year | - | 14.63% |
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 | 19.33% | 13.38% |
| Sharp | 0.71% | 0.53% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.41% | -1.01% |
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 | 0.78 | 2.48 |
| Small Cap | 97 | 10.32 |
| Mid Cap | 2 | 18.7 |
| Large Cap | 0.21 | 68.48 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.15 | 0.14 |
| Utilities | 2.67 | 3.63 |
| Financial Services | 19.78 | 30.26 |
| Consumer Defensive | 4.71 | 6.97 |
| Consumer Cyclical | 9.95 | 11.57 |
| Technology | 7.93 | 9.16 |
| Communication Services | 2.9 | 3.86 |
| Industrials | 22.73 | 11.09 |
| Basic Materials | 12.09 | 8.24 |
| Healthcare | 13.98 | 6.56 |
| Energy | 1.3 | 7.32 |
| Real Estate | 1.84 | 1.17 |
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