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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) | ₹2312 Cr | ₹919 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 | 3.82% | 6% |
| 6 Month | 3.46% | -0.59% |
| 1 Year | 5.02% | 3.27% |
| 3 Year | 28.92% | 28.56% |
| 5 Year | 30.03% | 32.53% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 12.95% | 15.77% |
| 1 Year | 14.02% | 13.32% |
| 3 Year | 24.52% | 24.75% |
| 5 Year | 24.31% | 24.38% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 27.45% | 29.91% |
| 3 Year | 26.11% | 26% |
| 5 Year | 27.95% | 29.41% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 17.00% | 19.96% |
| Sharp | 1.05% | 0.86% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.96% | -1.23% |
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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 | 0.33 | 0.4 |
| Mid Cap | 87.61 | 8.32 |
| Large Cap | 5.92 | - |
| Small Cap | 6.14 | 91.55 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.33 | 0.66 |
| Utilities | 1.96 | 1.92 |
| Industrials | 18.5 | 21.16 |
| Financial Services | 20.17 | 20.52 |
| Basic Materials | 11.22 | 14.14 |
| Technology | 9.96 | 7.93 |
| Healthcare | 11.46 | 13.15 |
| Consumer Cyclical | 13.23 | 9.84 |
| Real Estate | 3.28 | 2.21 |
| Energy | 2.43 | 1.57 |
| Communication Services | 3.13 | 2.92 |
| Consumer Defensive | 4.35 | 4.25 |
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