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

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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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)	₹919 Cr	₹133 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

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month	4.07%	2.69%
6 Month	-1.33%	-1.02%
1 Year	0.46%	-6.27%
3 Year	28.97%	22.03%
5 Year	32.74%	20.88%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	15.77%	10.01%
1 Year	13.32%	3.35%
3 Year	24.75%	20.08%
5 Year	24.38%	18.37%

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%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation	19.96%	19.49%
Sharp	0.86%	0.67%
Beta	1.00%	1.00%
Alpha	-1.23%	-1.10%

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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

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	0.78	3.15
Small Cap	97.3	-
Mid Cap	1.78	9.71
Large Cap	0.14	87.14

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	0.25	0.78
Utilities	2.86	10.64
Financial Services	19.52	20.73
Consumer Defensive	4.48	13.7
Consumer Cyclical	9.69	10.3
Technology	8.56	2
Communication Services	2.91	2.37
Industrials	23.4	14.63
Basic Materials	12.12	10.02
Healthcare	12.79	6.01
Energy	1.4	4.91
Real Estate	2.03	3.9