Motilal Oswal Nifty Smallcap 250 Index vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Average | Very High |
| Asset Size (Cr) | ₹1018 Cr | ₹101 Cr | ₹101 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 20 Sep 2010 | 20 Sep 2010 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 60% | 47% | % |
| Expense Ratio | 1.04 | 0.9 | 0.9 |
| Manager | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF247L01924 | INF397L01174 | INF397L01174 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Month | -4.95% | -2.65% | -2.65% |
| 6 Month | -5.66% | 1.83% | 1.83% |
| 1 Year | -10.91% | -4.7% | -4.7% |
| 3 Year | 17.84% | 16.01% | 16.01% |
| 5 Year | 21.39% | 15.96% | 15.96% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 6 Month | -4.62% | 0.15% | 0.15% |
| 1 Year | 1.71% | 10.53% | 10.53% |
| 3 Year | 11.75% | 14.35% | 14.35% |
| 5 Year | 15.44% | 14.43% | 14.43% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Year | 26.63% | 8.9% | 8.9% |
| 3 Year | 25.3% | 15.49% | 15.49% |
| 5 Year | 28.86% | 13.35% | 13.35% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Standard Deviation | 19.63% | 16.66% | 16.66% |
| Sharp | 0.68% | 0.93% | 0.93% |
| Beta | 1.00% | 1.14% | 1.14% |
| Alpha | -1.13% | 3.51% | 3.51% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Name | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹9006 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 9 | 6 | 6 |
| Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 2.68 | 6.01 | 6.01 |
| Small Cap | 95.4 | - | - |
| Mid Cap | 1.92 | 12.61 | 12.61 |
| Large Cap | - | 81.38 | 81.38 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 0.21 | 0.04 | 0.04 |
| Utilities | 2.69 | 12.63 | 12.63 |
| Consumer Defensive | 4.12 | 12.24 | 12.24 |
| Consumer Cyclical | 11.1 | 11.44 | 11.44 |
| Communication Services | 2.44 | 2.24 | 2.24 |
| Technology | 8.38 | 2.44 | 2.44 |
| Healthcare | 15.2 | 6.25 | 6.25 |
| Industrials | 19.51 | 10.61 | 10.61 |
| Basic Materials | 10.46 | 12.84 | 12.84 |
| Financial Services | 22.01 | 20.21 | 20.21 |
| Real Estate | 2.21 | 3.43 | 3.43 |
| Energy | 1.68 | 5.63 | 5.63 |
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