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

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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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)	₹997 Cr	₹2285 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	10 Sep 2019	23 Oct 2017
Category	Index	Index
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	0.91
Manager	Swapnil P Mayekar	Anil Ghelani
ISIN Code	INF247L01924	INF740KA1CO4
Exits Load	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	Data not available./365

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month	2.57%	3.18%
6 Month	12.59%	9.07%
1 Year	-2.77%	7.35%
3 Year	22.06%	16.95%
5 Year	27.42%	23.05%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month	-0.95%	1.58%
1 Year	6.48%	11.54%
3 Year	15.13%	13.55%
5 Year	17.84%	15.05%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year	27.98%	8.23%
3 Year	25.86%	18.32%
5 Year	30.02%	17.88%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation	19.42%	12.97%
Sharp	0.80%	0.78%
Beta	1.00%	1.02%
Alpha	-1.14%	1.55%

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
Funds Managed	9	5
	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Others	2.25	4.07
Small Cap	95.54	-
Mid Cap	2.22	3.95
Large Cap	0	91.98

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Others	0.04	0.04
Utilities	2.87	4.02
Financial Services	20.62	22.01
Consumer Defensive	3.99	8.03
Consumer Cyclical	11.33	16.03
Technology	8.41	9.87
Communication Services	2.62	1.96
Healthcare	14.97	9.88
Industrials	20.45	8.07
Basic Materials	11.19	12.08
Energy	1.67	8.01
Real Estate	1.85	-