Motilal Oswal Nifty Smallcap 250 Index vs ICICI Prudential Nifty Next 50 Index Fund compare
ICICI Prudential Nifty Next 50 Index Fund - Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8151 Cr | ₹1018 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Jun 2010 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Next 50 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 45% | 60% |
| Expense Ratio | 0.66 | 1.04 |
| Manager | Kayzad Eghlim | Swapnil P Mayekar |
| ISIN Code | INF109K01IF1 | INF247L01924 |
| Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | -1.83% | -3.27% |
| 6 Month | 4.01% | -2.52% |
| 1 Year | -3.25% | -9.41% |
| 3 Year | 16.24% | 18.28% |
| 5 Year | 16.23% | 21.7% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | -1.1% | -5.13% |
| 1 Year | 5.9% | -1.23% |
| 3 Year | 13.97% | 11.25% |
| 5 Year | 14.51% | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 8.81% | 26.63% |
| 3 Year | 15.77% | 25.3% |
| 5 Year | 13.64% | 28.86% |
Risk Management
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 16.75% | 19.63% |
| Sharp | 0.93% | 0.68% |
| Beta | 1.15% | 1.00% |
| Alpha | 3.61% | -1.13% |
Fund Managers
| Scheme Name | ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Name | Kayzad Eghlim | Swapnil P Mayekar |
| Total AUM | ₹20431 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| ICICI Prudential Nifty Next 50 Index Fund - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 6.06 | 2.68 |
| Large Cap | 81.34 | - |
| Mid Cap | 12.59 | 1.92 |
| Small Cap | - | 95.4 |
Sector Allocation
| Scheme Name |
ICICI Prudential Nifty Next 50 Index Fund - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.11 | 0.21 |
| Industrials | 10.62 | 19.51 |
| Healthcare | 6.26 | 15.2 |
| Financial Services | 20.19 | 22.01 |
| Energy | 5.63 | 1.68 |
| Consumer Cyclical | 11.44 | 11.1 |
| Basic Materials | 12.85 | 10.46 |
| Consumer Defensive | 12.2 | 4.12 |
| Utilities | 12.62 | 2.69 |
| Technology | 2.45 | 8.38 |
| Real Estate | 3.4 | 2.21 |
| Communication Services | 2.24 | 2.44 |
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