Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan
                            
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | 
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | 
| Investment Plan | Growth | Growth | 
| Level of Risk | Very High | Very High | 
| Asset Size (Cr) | ₹2563 Cr | ₹2631 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 Midcap 150 Total Return Index | 
| Turn Over | 72% | 50% | 
| Expense Ratio | 0.94 | 1 | 
| Manager | Himanshu Mange | Swapnil P Mayekar | 
| ISIN Code | INF204KB12W7 | INF247L01908 | 
| Exits Load | Data not available./365 | 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 | 
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | 
|---|---|---|
| 1 Month | 2.41% | 3.77% | 
| 6 Month | 13.39% | 12.41% | 
| 1 Year | -2.83% | 6.04% | 
| 3 Year | 21.82% | 22.39% | 
| 5 Year | 27.61% | 27.07% | 
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | 
|---|---|---|
| 6 Month | -0.72% | -0.23% | 
| 1 Year | 6.77% | 8.8% | 
| 3 Year | 15.05% | 16.76% | 
| 5 Year | 17.66% | 18.88% | 
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | 
|---|---|---|
| 1 Year | 26.02% | 25.79% | 
| 3 Year | 24.73% | 25.97% | 
| 5 Year | - | 28.31% | 
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | 
|---|---|---|
| Standard Deviation | 19.30% | 15.75% | 
| Sharp | 0.78% | 0.96% | 
| Beta | 0.99% | 1.00% | 
| Alpha | -1.39% | -0.93% | 
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan | 
Market Cap
| Scheme Name | 
                                                     Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option  | 
                                            
                                                
                                                     Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan  | 
                                                                                    
                                    
|---|---|---|
| Others | 2.12 | 2.27 | 
| Small Cap | 95.66 | 1.44 | 
| Mid Cap | 2.22 | 87.22 | 
| Large Cap | 0 | 9.07 | 
Sector Allocation
| Scheme Name | 
                                                     Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option  | 
                                                                                            
                                                     Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan  | 
                                                                                    
                                    
|---|---|---|
| Others | -0.09 | -0.04 | 
| Utilities | 2.88 | 3.18 | 
| Financial Services | 20.62 | 23.88 | 
| Consumer Defensive | 3.99 | 4.54 | 
| Consumer Cyclical | 11.34 | 13.4 | 
| Technology | 8.42 | 10.39 | 
| Communication Services | 2.62 | 2.75 | 
| Healthcare | 14.97 | 8.69 | 
| Industrials | 20.54 | 18.4 | 
| Basic Materials | 11.19 | 9.56 | 
| Energy | 1.67 | 2.39 | 
| Real Estate | 1.85 | 2.85 | 
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