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Motilal Oswal Nifty Smallcap 250 Index vs HSBC NIFTY NEXT 50 INDEX FUND compare

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

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular 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 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) ₹796 Cr ₹130 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 8.79% 2.93%
6 Month -5.95% -8.5%
1 Year 2.54% -5.85%
3 Year 27.31% 21.51%
5 Year 33.63% 21.36%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 13.01% 7.67%
1 Year 8.07% -2.18%
3 Year 23.04% 18.04%
5 Year 23.5% 17.16%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 29.91% 18.64%
3 Year 26% 18.49%
5 Year 29.41% 22.58%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 19.328% 19.623%
Sharp 0.577% 0.365%
Beta - -
Alpha - -

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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 0.4 -0.01
Small Cap 91.55 -
Mid Cap 8.32 11.49
Large Cap - 88.52

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.66 -0.01
Utilities 1.92 12.26
Consumer Defensive 4.25 10.67
Consumer Cyclical 9.84 12.23
Technology 7.93 2.41
Communication Services 2.92 2.67
Industrials 21.16 14.79
Basic Materials 14.14 9.75
Financial Services 20.52 23.97
Healthcare 13.15 5.55
Energy 1.57 2.13
Real Estate 2.21 3.59

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