Motilal Oswal Nifty Smallcap 250 Index vs DSP Nifty 50 Equal Weight Index Fund compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
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) | ₹978 Cr | ₹2227 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 |
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 | -2.78% | -2.89% |
6 Month | 10.89% | 7.47% |
1 Year | -4.28% | -1.97% |
3 Year | 24.62% | 16.68% |
5 Year | 31.16% | 23% |
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 | 10.7% | 3.41% |
1 Year | 10.1% | 5.04% |
3 Year | 22.25% | 15.19% |
5 Year | 22.69% | 16.91% |
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 | 29.91% | 9.72% |
3 Year | 26% | 18.34% |
5 Year | 29.41% | 17.32% |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 19.38% | 14.17% |
Sharp | 1.10% | 1.02% |
Beta | 1.00% | - |
Alpha | -1.23% | - |
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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 |
Funds Managed | 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 |
---|---|---|
Others | 0.67 | 4.29 |
Small Cap | 97.15 | - |
Mid Cap | 1.98 | 4.1 |
Large Cap | 0.2 | 91.61 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | -0.04 | 0.24 |
Utilities | 3.02 | 4.03 |
Financial Services | 20.68 | 24.18 |
Consumer Defensive | 4.31 | 7.9 |
Consumer Cyclical | 9.53 | 17.79 |
Technology | 8.48 | 9.82 |
Communication Services | 2.93 | 2.02 |
Industrials | 22.39 | 6.1 |
Basic Materials | 12.19 | 12.05 |
Healthcare | 13.02 | 7.86 |
Energy | 1.34 | 8.02 |
Real Estate | 2.15 | - |
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