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Motilal Oswal Nifty Smallcap 250 Index vs HSBC NIFTY NEXT 50 INDEX FUND compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹970 Cr | ₹135 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Sep 2019 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Next 50 TRI |
| Turn Over | 60% | 54% |
| Expense Ratio | 1.04 | 0.8 |
| Manager | Swapnil P Mayekar | Praveen Ayathan |
| ISIN Code | INF247L01924 | INF917K01D95 |
| 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 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -4.95% | -0.23% |
| 6 Month | 16.53% | 12.91% |
| 1 Year | -4.01% | -7.62% |
| 3 Year | 22.81% | 15.92% |
| 5 Year | 27.74% | 19.31% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 3.35% | 2.32% |
| 1 Year | 0.19% | -1.48% |
| 3 Year | 17.46% | 15.48% |
| 5 Year | 19.74% | 15.5% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 28.8% | 16.58% |
| 3 Year | 26.16% | 18.74% |
| 5 Year | 30.93% | 21.58% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 19.30% | 18.15% |
| Sharp | 0.89% | 0.62% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.19% | -1.06% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Praveen Ayathan |
| Total AUM | ₹9006 Cr | ₹3762 Cr |
| Funds Managed | 9 | 5 |
| Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.8 | 2.39 |
| Small Cap | 97.01 | - |
| Mid Cap | 1.99 | 9.67 |
| Large Cap | 0.2 | 87.94 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.22 | 0.06 |
| Utilities | 2.89 | 10.69 |
| Financial Services | 19.88 | 20.29 |
| Consumer Defensive | 4.47 | 13.9 |
| Consumer Cyclical | 9.57 | 11 |
| Technology | 7.95 | 2.04 |
| Communication Services | 2.82 | 2.33 |
| Industrials | 22.57 | 14.58 |
| Basic Materials | 12.38 | 10.01 |
| Healthcare | 13.97 | 6.34 |
| Energy | 1.34 | 5.1 |
| Real Estate | 1.94 | 3.66 |
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