Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2653 Cr | ₹396 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 16 Oct 2020 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Next 50 TRI |
| Turn Over | 72% | 50% |
| Expense Ratio | 0.94 | 1.03 |
| Manager | Himanshu Mange | Swapnil P Mayekar |
| ISIN Code | INF204KB12W7 | INF247L01AD9 |
| Exits Load | Data not available./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 | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | -4.25% | -1.9% |
| 6 Month | -5.22% | 1.56% |
| 1 Year | -11.48% | -6.22% |
| 3 Year | 17.99% | 15.75% |
| 5 Year | 21.78% | 16.14% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | -4.63% | 0.14% |
| 1 Year | 1.25% | 10.34% |
| 3 Year | 11.27% | 14.33% |
| 5 Year | 15.11% | 14.36% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 24.53% | 14.47% |
| 3 Year | 23.99% | 17.89% |
| 5 Year | 26.38% | 19.84% |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 19.51% | 17.83% |
| Sharp | 0.67% | 0.57% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -0.98% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 2.85 | 6.02 |
| Small Cap | 95.05 | - |
| Mid Cap | 2.1 | 12.59 |
| Large Cap | - | 81.39 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.23 | 0.06 |
| Utilities | 2.84 | 12.63 |
| Consumer Defensive | 3.96 | 12.21 |
| Consumer Cyclical | 11.15 | 11.44 |
| Communication Services | 2.55 | 2.24 |
| Technology | 8.44 | 2.45 |
| Healthcare | 14.88 | 6.26 |
| Industrials | 19.92 | 10.62 |
| Basic Materials | 10.66 | 12.85 |
| Financial Services | 21.36 | 20.2 |
| Real Estate | 2.33 | 3.41 |
| Energy | 1.68 | 5.63 |
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