Motilal Oswal Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2631 Cr | ₹997 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Sep 2019 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY Smallcap 250 TRI |
Turn Over | 50% | 60% |
Expense Ratio | 1 | 1.04 |
Manager | Swapnil P Mayekar | Swapnil P Mayekar |
ISIN Code | INF247L01908 | INF247L01924 |
Exits Load | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | Motilal Oswal Nifty Smallcap 250 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 | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Month | -0.33% | -2.35% |
6 Month | 11.94% | 10.36% |
1 Year | -0.08% | -6.71% |
3 Year | 22.88% | 22.06% |
5 Year | 27.16% | 27.01% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | 1.35% | -0.62% |
1 Year | 12.58% | 7.24% |
3 Year | 18.81% | 16.58% |
5 Year | 20.3% | 18.9% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 25.79% | 27.98% |
3 Year | 25.97% | 25.86% |
5 Year | 28.31% | 30.02% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 15.65% | 19.39% |
Sharp | 0.91% | 0.76% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -1.15% |
Fund Managers
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Name | Swapnil P Mayekar | Swapnil P Mayekar |
Total AUM | ₹9006 Cr | ₹9006 Cr |
Funds Managed | 9 | 9 |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 2.27 | 2.25 |
Mid Cap | 87.22 | 2.22 |
Large Cap | 9.07 | 0 |
Small Cap | 1.44 | 95.54 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | -0.04 | 0.04 |
Utilities | 3.18 | 2.87 |
Industrials | 18.4 | 20.45 |
Financial Services | 23.88 | 20.62 |
Consumer Cyclical | 13.4 | 11.33 |
Basic Materials | 9.56 | 11.19 |
Technology | 10.39 | 8.41 |
Consumer Defensive | 4.54 | 3.99 |
Healthcare | 8.69 | 14.97 |
Real Estate | 2.85 | 1.85 |
Energy | 2.39 | 1.67 |
Communication Services | 2.75 | 2.62 |
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