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Motilal Oswal Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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