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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) | ₹2929 Cr | ₹1018 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 | -2.06% | -4.95% |
| 6 Month | 2.36% | -5.66% |
| 1 Year | 0.91% | -10.91% |
| 3 Year | 21.5% | 17.84% |
| 5 Year | 22.34% | 21.39% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 1.95% | -4.62% |
| 1 Year | 17% | 1.71% |
| 3 Year | 17.89% | 11.75% |
| 5 Year | 19.36% | 15.44% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 24.12% | 26.63% |
| 3 Year | 25.48% | 25.3% |
| 5 Year | 27.26% | 28.86% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 15.75% | 19.63% |
| Sharp | 0.96% | 0.68% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -1.13% |
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 | 2.71 | 2.68 |
| Mid Cap | 86.84 | 1.92 |
| Large Cap | 9.12 | - |
| Small Cap | 1.33 | 95.4 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.03 | 0.21 |
| Utilities | 2.85 | 2.69 |
| Industrials | 17.94 | 19.51 |
| Financial Services | 25.66 | 22.01 |
| Consumer Cyclical | 13.04 | 11.1 |
| Basic Materials | 9.12 | 10.46 |
| Technology | 10.55 | 8.38 |
| Consumer Defensive | 4.2 | 4.12 |
| Healthcare | 8.44 | 15.2 |
| Real Estate | 2.92 | 2.21 |
| Energy | 2.27 | 1.68 |
| Communication Services | 3 | 2.44 |
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