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

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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LIC Nifty Next 50 Index Fund Growth

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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	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)	₹1044 Cr	₹102 Cr	₹102 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

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	-4.78%	-2.11%	-2.11%
6 Month	-4.04%	2.63%	2.63%
1 Year	-9.8%	-5.09%	-5.09%
3 Year	18.38%	15.78%	15.78%
5 Year	22.61%	16.72%	16.72%

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	-3.6%	0.97%	0.97%
1 Year	2.16%	10.06%	10.06%
3 Year	11.99%	14.54%	14.54%
5 Year	15.71%	14.59%	14.59%

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	26.87%	9.06%	9.06%
3 Year	25.35%	15.46%	15.46%
5 Year	28.99%	13.32%	13.32%

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	19.42%	16.66%	16.66%
Sharp	0.80%	0.93%	0.93%
Beta	1.00%	1.14%	1.14%
Alpha	-1.14%	3.51%	3.51%

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

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	2.94	0.17	6.37
Small Cap	94.97	-	-
Mid Cap	2.09	6.62	12.48
Large Cap	-	93.23	81.15

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	0.33	0.17	0.2
Utilities	2.84	-	13.05
Consumer Defensive	3.96	-	12.06
Consumer Cyclical	11.13	-	11.16
Communication Services	2.55	-	2.29
Technology	8.43	-	2.25
Healthcare	14.86	-	6.26
Industrials	19.9	-	10.78
Basic Materials	11.13	-	12.67
Financial Services	21.34	-	20.16
Energy	1.68	-	5.57
Real Estate	1.86	-	3.54
Electrical Equipment	-	5.69	-
Pharmaceuticals & Biotechnology	-	6.27	-
Finance	-	11.25	-
Banks	-	6	-
Petroleum Products	-	5.58	-
Leisure Services	-	2.78	-
Aerospace & Defense	-	3.79	-
Cement & Cement Products	-	3.13	-
Insurance	-	2.91	-
Automobiles	-	5.04	-
Personal Products	-	1.92	-
Power	-	9.75	-
Gas	-	2.1	-
Consumer Durables	-	1.61	-
Retailing	-	4.91	-
Beverages	-	4.56	-
Diversified Metals	-	3.58	-
IT - Software	-	2.25	-
Food Products	-	2.96	-
Industrial Manufacturing	-	0.89	-
Non - Ferrous Metals	-	0.88	-
Realty	-	3.54	-
Chemicals & Petrochemicals	-	3.37	-
Auto Components	-	3.38	-
Ferrous Metals	-	1.71	-