Motilal Oswal Nifty Smallcap 250 Index vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹249 Cr | ₹970 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Apr 2021 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 50 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 37% | 60% |
Expense Ratio | 1.01 | 1.04 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1V83 | INF247L01924 |
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 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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Month | -7.15% | -6.36% |
6 Month | 14.56% | 14.83% |
1 Year | -0.1% | -2.92% |
3 Year | 24.33% | 22.14% |
5 Year | - | 28.12% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | 2.68% | 3.35% |
1 Year | -0.03% | 0.19% |
3 Year | 20.92% | 17.46% |
5 Year | - | 19.74% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 15.2% | 28.8% |
3 Year | 19% | 26.16% |
5 Year | - | 30.93% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 20.07% | 19.30% |
Sharp | 0.94% | 0.89% |
Beta | 1.00% | 1.00% |
Alpha | -1.54% | -1.19% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
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 Smallcap 250 Index - Regular Plan |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.16 | 0.8 |
Small Cap | 97.35 | 97.01 |
Mid Cap | 2.49 | 1.99 |
Large Cap | - | 0.2 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.16 | 0.22 |
Communication Services | 1.84 | 2.82 |
Technology | 11.37 | 7.95 |
Industrials | 18.02 | 22.57 |
Basic Materials | 12.71 | 12.38 |
Financial Services | 23.22 | 19.88 |
Healthcare | 13.65 | 13.97 |
Energy | 2.92 | 1.34 |
Utilities | 5.35 | 2.89 |
Consumer Cyclical | 5.51 | 9.57 |
Real Estate | 2.08 | 1.94 |
Consumer Defensive | 3.18 | 4.47 |
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