- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 | 6.83% | 4.79% |
| 6 Month | -2.16% | -0.63% |
| 1 Year | 4.04% | 0.14% |
| 3 Year | 24.25% | 20.65% |
| 5 Year | 36.37% | 23.77% |
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 | 4.68% | 5.1% |
| 1 Year | -3.46% | -3.7% |
| 3 Year | 20.89% | 19.45% |
| 5 Year | 22.67% | 17.95% |
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 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
LIC MF ELSS Regular Plan-Growth
3Y Returns19.63%
LIC MF ELSS Tax Saver - Regular Plan - Growth
3Y Returns19.63%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.58%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.09%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns15.44%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns19.98%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.4%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.35%
