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) | ₹258 Cr | ₹1018 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 | 1.27% | 2.02% |
| 6 Month | -5.63% | -5.32% |
| 1 Year | -4.03% | -6.58% |
| 3 Year | 24.86% | 20.49% |
| 5 Year | - | 21.1% |
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 | -0.13% | -1.42% |
| 1 Year | 7.31% | 5.86% |
| 3 Year | 15.22% | 12.05% |
| 5 Year | - | 15.72% |
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 | 11.71% | 26.48% |
| 3 Year | 19.43% | 25.21% |
| 5 Year | - | 28.8% |
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 | 20.93% | 17.99% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 0.1 | -0.1 |
| Small Cap | 78.06 | 91.02 |
| Mid Cap | 21.86 | 9.06 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.1 | -0.1 |
| IT - Services | 2.65 | 1.8 |
| Chemicals & Petrochemicals | 6.85 | 4.58 |
| Capital Markets | 18.7 | 8.73 |
| Banks | 4.84 | 4.19 |
| Pharmaceuticals & Biotechnology | 14.94 | 9.84 |
| Paper, Forest & Jute Products | 1.23 | 0.47 |
| Electrical Equipment | 1.72 | 1.32 |
| Construction | 2.78 | 3.38 |
| Finance | 11.81 | 9.51 |
| Transport Services | 3.02 | 2.07 |
| Petroleum Products | 1.23 | 0.83 |
| Industrial Products | 1.48 | 6.84 |
| Gas | 1.27 | 1.24 |
| Consumer Durables | 5.53 | 4.2 |
| Cement & Cement Products | 1.73 | 0.94 |
| Healthcare Services | 5.28 | 4.17 |
| Power | 2.93 | 2.3 |
| IT - Software | 1.14 | 2.42 |
| Commercial Services & Supplies | 3.66 | 2.1 |
| Auto Components | 1.54 | 5.02 |
| Industrial Manufacturing | 2.27 | 2.54 |
| Beverages | 3.32 | 1.26 |
| Food Products | - | 0.52 |
| Telecom - Equipment & Accessories | - | 0.35 |
| Minerals & Mining | - | 0.51 |
| Fertilizers & Agrochemicals | - | 1.56 |
| Retailing | - | 1.08 |
| Insurance | - | 1.22 |
| Textiles & Apparels | - | 0.76 |
| Leisure Services | - | 2.37 |
| Telecom - Services | - | 0.63 |
| Oil | - | 0.15 |
| Aerospace & Defense | - | 1.17 |
| Personal Products | - | 1.08 |
| Automobiles | - | 1.36 |
| Ferrous Metals | - | 0.47 |
| IT - Hardware | - | 0.27 |
| Agricultural Food & other Products | - | 1.05 |
| Consumer Services | - | 0.31 |
| Entertainment | - | 1.28 |
| Healthcare Equipment & Supplies | - | 0.37 |
| Realty | - | 1.73 |
| Agricultural, Commercial & Construction Vehicles | - | 0.56 |
| Household Products | - | 0.44 |
| Diversified | - | 0.55 |
| Non - Ferrous Metals | - | 0.54 |
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