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 Motilal Oswal Nifty Smallcap 250 Index compare

Link copied to clipboard!

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

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 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) ₹796 Cr ₹289 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 1.58% 2.23%
6 Month -12.32% -8.2%
1 Year -3.5% -0.87%
3 Year 16.76% 14.55%
5 Year 32.44% 21.12%

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 -1.85% 0.69%
1 Year -13.19% -11.55%
3 Year 18.43% 17.93%
5 Year 21.75% 17.27%

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 32.79% 22.58%
3 Year 26.54% 18.3%
5 Year 29.13% 17.02%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 19.328% 18.72%
Sharp 0.577% 0.517%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 0.4 0.29
Small Cap 91.55 -
Mid Cap 8.32 11.69
Large Cap - 88.01

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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

Others 0.66 0.29
Utilities 1.92 12.06
Consumer Defensive 4.25 10.41
Consumer Cyclical 9.84 12.86
Technology 7.93 2.1
Communication Services 2.92 2.66
Industrials 21.16 14.25
Basic Materials 14.14 10.14
Financial Services 20.52 23.82
Healthcare 13.15 5.81
Energy 1.57 2.07
Real Estate 2.21 3.52

Top Comparisons

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns20.41%

VS

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns20.41%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns10.12%

VS

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

3Y Returns8.02%

Compare Now

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.41%

VS

LIC MF Liquid Fund-Growth LIC MF Liquid Fund-Growth

3Y Returns6.77%

Compare Now

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

3Y Returns13.03%

VS

Axis Retirement Fund - Dynamic Plan - Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth

3Y Returns13.27%

Compare Now
Add to Cart Successfully