Motilal Oswal Nifty Smallcap 250 Index vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

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

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tortoise-icon IDBI Nifty Next 50 Index Fund Growth

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tortoise-icon LIC MF 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 IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI 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 Very High Very High
Asset Size (Cr) ₹820 Cr ₹94 Cr ₹94 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 10 Sep 2019 20 Sep 2010 20 Sep 2010
Category Index Fund Index Fund Index Fund
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 IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month -9.43% -5.1% -5.1%
6 Month -7.55% -12.36% -12.36%
1 Year 3.54% 10.36% 10.36%
3 Year 16.83% 14.85% 14.85%
5 Year 24.34% 16.55% 16.55%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month - - -
1 Year -7.51% -11.43% -11.43%
3 Year 21.82% 17.88% 17.88%
5 Year 25.51% 18.02% 18.02%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year 32.79% 10.53% 10.53%
3 Year 26.54% 15.19% 15.19%
5 Year 29.13% 12.43% 12.43%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation 17.99% 16.66% 16.66%
Sharp 1.01% 0.93% 0.93%
Beta 1.01% 1.14% 1.14%
Alpha -1.31% 3.51% 3.51%

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Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI 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
Fund Manage 9 6 6
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI 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

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others -0.06 0.3 2.58
Small Cap 91.18 - -
Mid Cap 8.84 8.46 9.74
Large Cap - 91.2 87.69

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others -0.06 0.3 0.63
Gas 1.42 3.13 -
Food Products 0.72 - -
Auto Components 3.74 4.33 -
Construction 4.73 - 2.6
IT - Services 1.36 - -
Telecom - Equipment & Accessories 0.66 - -
Transport Services 1.01 3.72 -
Chemicals & Petrochemicals 5.12 2.57 -
Capital Markets 10.59 - -
Fertilizers & Agrochemicals 1.51 - -
Agricultural Food & other Products 1.03 - -
Banks 3.18 6.18 -
Finance 6.93 12.13 -
Insurance 0.33 4.26 3.42
Pharmaceuticals & Biotechnology 8.68 6.91 -
Healthcare Services 3.37 - -
Consumer Durables 6.67 2.21 -
Paper, Forest & Jute Products 0.67 - -
Textiles & Apparels 1.14 - -
Electrical Equipment 3.23 6.95 -
Industrial Manufacturing 3.38 - -
Leisure Services 2.81 1.32 -
IT - Software 3.57 2.82 -
Telecom - Services 1.01 - -
Aerospace & Defense 0.61 4.31 -
Personal Products 0.58 4.28 -
Ferrous Metals 0.25 1.88 -
IT - Hardware 0.22 - -
Cement & Cement Products 1.48 3.67 -
Commercial Services & Supplies 1.86 - -
Minerals & Mining 0.14 - -
Non - Ferrous Metals 1.38 - -
Industrial Products 5.94 - -
Petroleum Products 0.64 2.88 -
Entertainment 1.46 - -
Healthcare Equipment & Supplies 0.51 - -
Realty 2.44 3.25 -
Agricultural, Commercial & Construction Vehicles 0.72 - -
Cigarettes & Tobacco Products 0.36 - -
Automobiles 0.3 3.14 -
Household Products 0.47 - -
Power 1.03 6.54 -
Transport Infrastructure 0.25 - -
Retailing 0.97 5.75 -
Diversified 0.51 - 1.59
Beverages 1.04 3.2 -
Diversified Metals - 4.23 -
Capital Goods - - 18.4
Healthcare - - 2.46
Consumer Staples - - 9.84
Financial - - 19.14
Materials - - 4.1
Energy - - 11.21
Services - - 14.04
Metals & Mining - - 4.84
Chemicals - - 2.24
Automobile - - 5.5

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