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Motilal Oswal Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹997 Cr | ₹375 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Next 50 TRI |
| Turn Over | 60% | 50% |
| Expense Ratio | 1.04 | 1.03 |
| Manager | Swapnil P Mayekar | Swapnil P Mayekar |
| ISIN Code | INF247L01924 | INF247L01AD9 |
| Exits Load | 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 | 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 | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | -2.03% | -0.5% |
| 6 Month | 10.94% | 8.1% |
| 1 Year | -6.18% | -6.48% |
| 3 Year | 21.91% | 17.6% |
| 5 Year | 26.96% | 20.05% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | -0.62% | 2.31% |
| 1 Year | 7.24% | 10.06% |
| 3 Year | 16.58% | 16.69% |
| 5 Year | 18.9% | 15.98% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 27.98% | 16.29% |
| 3 Year | 25.86% | 18.05% |
| 5 Year | 30.02% | 19.93% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 19.39% | 17.77% |
| Sharp | 0.76% | 0.59% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.15% | -0.97% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Swapnil P Mayekar |
| Total AUM | ₹9006 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 2.25 | 6.07 |
| Small Cap | 95.54 | - |
| Mid Cap | 2.22 | 12.48 |
| Large Cap | 0 | 81.44 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.04 | -0.02 |
| Utilities | 2.87 | 12.81 |
| Financial Services | 20.62 | 20.01 |
| Consumer Defensive | 3.99 | 12.47 |
| Consumer Cyclical | 11.33 | 11.51 |
| Technology | 8.41 | 2.11 |
| Communication Services | 2.62 | 2.25 |
| Healthcare | 14.97 | 5.93 |
| Industrials | 20.45 | 11.24 |
| Basic Materials | 11.19 | 12.91 |
| Energy | 1.67 | 5.37 |
| Real Estate | 1.85 | 3.43 |
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