Motilal Oswal Nifty Smallcap 250 Index vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹735 Cr ₹1557 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 05 Sep 2019 02 Oct 2017
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY 50 Equal Weight Total Return Index
Turn Over 60% 25%
Expense Ratio 1.04 1
Manager Swapnil P Mayekar Anil Ghelani
ISIN Code INF247L01924 INF740KA1CO4
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month 3.04% 1.65%
6 Month 21.77% 16.38%
1 Year 55.53% 41.54%
3 Year 27.16% 20.6%
5 Year - 23.27%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month - -
1 Year 21.34% 15.17%
3 Year 55.87% 38.72%
5 Year 116.92% 79.38%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year 36.03% 23.99%
3 Year 85.43% 59.48%
5 Year 127.51% 84.59%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 17.99% 13.13%
Sharp 1.01% 0.94%
Beta 1.01% 1.03%
Alpha -1.31% 1.59%

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Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Name Swapnil P Mayekar Anil Ghelani
Total AUM ₹9006 Cr ₹0 Cr
Fund Manage 9 5
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Small Cap 87.34 -
Mid Cap 12.47 2.13
Large Cap 0.28 96.03
Others -0.06 1.84

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Consumer Durables 5.95 -
Auto Components 5.49 -
Capital Markets 8.05 -
Pharmaceuticals & Biotechnology 6.26 -
Non - Ferrous Metals 1.54 -
Realty 2.06 -
Finance 8.34 -
Banks 5.04 -
Industrial Manufacturing 4.03 -
Construction 5.44 1.98
IT - Services 1.29 -
Industrial Products 6.12 -
Electrical Equipment 2.72 -
Beverages 0.79 -
Chemicals & Petrochemicals 4.55 -
Commercial Services & Supplies 1.68 -
Paper, Forest & Jute Products 0.92 -
Transport Services 1.19 -
IT - Software 3.63 -
Gas 1.61 -
Healthcare Services 2.81 -
Telecom - Equipment & Accessories 0.98 -
Power 1 -
Telecom - Services 1.29 -
Entertainment 1.08 -
Textiles & Apparels 1.53 -
Petroleum Products 1.03 -
Leisure Services 2.68 -
Aerospace & Defense 1.06 -
Healthcare Equipment & Supplies 0.49 -
Agricultural, Commercial & Construction Vehicles 0.81 -
Diversified 0.74 -
Retailing 0.94 -
Fertilizers & Agrochemicals 1.34 -
Automobiles 0.41 -
Ferrous Metals 0.64 -
Personal Products 0.58 -
Household Products 0.51 -
Transport Infrastructure 0.32 -
Cigarettes & Tobacco Products 0.32 -
Cement & Cement Products 1.11 -
Agricultural Food & other Products 1.15 -
Food Products 0.58 -
Others -0.25 0.05
Minerals & Mining 0.18 -
Automobile - 12.83
Metals & Mining - 6.69
Healthcare - 9.74
Materials - 8.23
Financial - 17.97
Energy - 10.31
Services - 4.33
Communication - 2.17
Consumer Staples - 9.67
Technology - 10.8
Insurance - 3.52
Consumer Discretionary - 1.71

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