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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) | ₹970 Cr | ₹98 Cr | ₹98 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 | 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 | -4.45% | -0.54% | -0.54% |
| 6 Month | 16.25% | 12.61% | 12.61% |
| 1 Year | -5.18% | -8.31% | -8.31% |
| 3 Year | 22.93% | 16% | 16% |
| 5 Year | 27.35% | 19.19% | 19.19% |
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 | 3.35% | 2.4% | 2.4% |
| 1 Year | 0.19% | -1.17% | -1.17% |
| 3 Year | 17.46% | 15.55% | 15.55% |
| 5 Year | 19.74% | 15.61% | 15.61% |
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 | 28.8% | 9.67% | 9.67% |
| 3 Year | 26.16% | 15.23% | 15.23% |
| 5 Year | 30.93% | 12.98% | 12.98% |
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 | 19.30% | 18.07% | 18.07% |
| Sharp | 0.89% | 0.63% | 0.63% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -1.19% | -0.94% | -0.94% |
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 | 0.8 | 2.57 | 2.57 |
| Small Cap | 97.01 | - | - |
| Mid Cap | 1.99 | 9.64 | 9.64 |
| Large Cap | 0.2 | 87.79 | 87.79 |
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 | 0.22 | 0.25 | 0.25 |
| Utilities | 2.89 | 10.7 | 10.7 |
| Financial Services | 19.88 | 20.26 | 20.26 |
| Consumer Defensive | 4.47 | 13.87 | 13.87 |
| Consumer Cyclical | 9.57 | 10.94 | 10.94 |
| Technology | 7.95 | 2.04 | 2.04 |
| Communication Services | 2.82 | 2.32 | 2.32 |
| Industrials | 22.57 | 14.57 | 14.57 |
| Basic Materials | 12.38 | 10 | 10 |
| Healthcare | 13.97 | 6.33 | 6.33 |
| Energy | 1.34 | 5.09 | 5.09 |
| Real Estate | 1.94 | 3.63 | 3.63 |
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