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) | ₹2269 Cr | ₹2359 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 | 4.31% | 3.24% |
6 Month | -2.61% | 3.36% |
1 Year | 0.87% | 3.91% |
3 Year | 28.6% | 20.54% |
5 Year | - | 21.97% |
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 | 15.42% | 10.74% |
1 Year | 12.2% | 12.52% |
3 Year | 24.16% | 18.04% |
5 Year | - | 17.39% |
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 | 28.09% | 18.2% |
3 Year | 24.75% | 17.78% |
5 Year | - | 18.81% |
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 | 19.85% | 14.47% |
Sharp | 0.85% | 0.73% |
Beta | 0.99% | 1.00% |
Alpha | -1.44% | -1.03% |
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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 | 0.77 | 1.1 |
Small Cap | 97.31 | 10.3 |
Mid Cap | 1.78 | 18.9 |
Large Cap | 0.14 | 69.65 |
Sector Allocation
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Others | 0.23 | 0.28 |
Utilities | 2.86 | 3.75 |
Financial Services | 19.52 | 30.83 |
Consumer Defensive | 4.48 | 6.78 |
Consumer Cyclical | 9.69 | 10.63 |
Technology | 8.56 | 9.54 |
Communication Services | 2.91 | 3.78 |
Industrials | 23.41 | 11.35 |
Basic Materials | 12.13 | 7.93 |
Healthcare | 12.79 | 6.22 |
Energy | 1.4 | 7.61 |
Real Estate | 2.03 | 1.25 |
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