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Motilal Oswal Nifty Smallcap 250 Index vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1982 Cr | ₹796 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY Smallcap 250 TRI |
| Turn Over | 50% | 60% |
| Expense Ratio | 1 | 1.04 |
| Manager | Swapnil P Mayekar | Swapnil P Mayekar |
| ISIN Code | INF247L01908 | INF247L01924 |
| Exits Load | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./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 | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | 8.44% | 6.59% |
| 6 Month | 3.97% | -2.56% |
| 1 Year | 9.67% | 4.98% |
| 3 Year | 26.36% | 24.34% |
| 5 Year | 32.73% | 35.32% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 7.48% | 4.68% |
| 1 Year | 5.17% | -3.46% |
| 3 Year | 23.19% | 20.89% |
| 5 Year | 23.76% | 22.67% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 29.32% | 32.79% |
| 3 Year | 26.61% | 26.54% |
| 5 Year | 27.4% | 29.13% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 16.194% | 19.328% |
| Sharp | 0.828% | 0.577% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Name | Swapnil P Mayekar | Swapnil P Mayekar |
| Total AUM | ₹9006 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.33 | 0.4 |
| Mid Cap | 87.61 | 8.32 |
| Large Cap | 5.92 | - |
| Small Cap | 6.14 | 91.55 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.33 | 0.66 |
| Utilities | 1.96 | 1.92 |
| Industrials | 18.5 | 21.16 |
| Financial Services | 20.17 | 20.52 |
| Basic Materials | 11.22 | 14.14 |
| Technology | 9.96 | 7.93 |
| Healthcare | 11.46 | 13.15 |
| Consumer Cyclical | 13.23 | 9.84 |
| Real Estate | 3.28 | 2.21 |
| Energy | 2.43 | 1.57 |
| Communication Services | 3.13 | 2.92 |
| Consumer Defensive | 4.35 | 4.25 |
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