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) | ₹248 Cr | ₹997 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 | 3.88% | 1.73% |
| 6 Month | 11.5% | 12.67% |
| 1 Year | -1% | -1.95% |
| 3 Year | 25.72% | 21.77% |
| 5 Year | - | 27.7% |
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 | 2.44% | 1.61% |
| 1 Year | 12.84% | 11.9% |
| 3 Year | 20.52% | 17.21% |
| 5 Year | - | 18.94% |
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% | 27.98% |
| 3 Year | 19.43% | 25.86% |
| 5 Year | - | 30.02% |
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 | 20.25% | 19.42% |
| Sharp | 0.93% | 0.80% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.51% | -1.14% |
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 | -0.04 | 2.25 |
| Small Cap | 97.02 | 95.54 |
| Mid Cap | 3.02 | 2.22 |
| Large Cap | - | 0 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | -0.04 | 0.04 |
| Communication Services | 1.69 | 2.62 |
| Technology | 13.47 | 8.41 |
| Industrials | 11.23 | 20.45 |
| Basic Materials | 11.24 | 11.19 |
| Financial Services | 28.78 | 20.62 |
| Healthcare | 19.81 | 14.97 |
| Energy | 2.65 | 1.67 |
| Utilities | 3.15 | 2.87 |
| Consumer Cyclical | 4.93 | 11.33 |
| Real Estate | 0 | 1.85 |
| Consumer Defensive | 3.1 | 3.99 |
Top Comparisons
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns17.44%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.43%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns24.09%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns20.34%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns19.02%
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth
3Y Returns17.8%
SBI Liquid Fund - Regular Plan -Growth
3Y Returns6.92%
HSBC Liquid Fund - Regular Growth
3Y Returns6.99%