Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Invest Now

tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Fund Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹258 Cr ₹396 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Apr 2021 23 Dec 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 50 TRI NIFTY Next 50 TRI
Turn Over 37% 50%
Expense Ratio 1.01 1.03
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209KB1V83 INF247L01AD9
Exits Load Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 Motilal Oswal Nifty Next 50 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 Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month -4.64% -2.65%
6 Month -5.26% 1.66%
1 Year -9.31% -4.76%
3 Year 22.45% 16.06%
5 Year - 15.8%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month -3.22% 0.14%
1 Year 4.77% 10.34%
3 Year 15.56% 14.33%
5 Year - 14.36%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year 11.71% 14.47%
3 Year 19.43% 17.89%
5 Year - 19.84%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 20.35% 17.83%
Sharp 0.84% 0.57%
Beta 1.00% 1.00%
Alpha -1.50% -0.98%

Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Name Pranav Gupta Swapnil P Mayekar
Total AUM ₹10003 Cr ₹9006 Cr
Funds Managed 9 9
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 2.55 6.02
Small Cap 95.18 -
Mid Cap 2.27 12.59
Large Cap - 81.39

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 0.1 0.06
Communication Services 1.39 2.24
Basic Materials 10.06 12.85
Financial Services 31.01 20.2
Healthcare 20.22 6.26
Real Estate 1.23 3.41
Industrials 10.31 10.62
Technology 12.64 2.45
Energy 2.5 5.63
Consumer Cyclical 4.28 11.44
Utilities 2.94 12.63
Consumer Defensive 3.32 12.21

Top Comparisons

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns16.59%

Compare Now

ITI Multi Cap Fund Regular - Growth ITI Multi Cap Fund Regular - Growth

3Y Returns18.31%

VS

HDFC Multi Cap Fund - Growth Option HDFC Multi Cap Fund - Growth Option

3Y Returns19.25%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns17.02%

VS

Tata ELSS Fund - Regular Plan - Growth Option Tata ELSS Fund - Regular Plan - Growth Option

3Y Returns14.79%

Compare Now

SBI Equity Hybrid Fund - Regular Plan -Growth SBI Equity Hybrid Fund - Regular Plan -Growth

3Y Returns13.91%

VS

Quant Aggressive Hybrid Fund-Growth Quant Aggressive Hybrid Fund-Growth

3Y Returns11.07%

Compare Now
Add to Cart Successfully