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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) ₹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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