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Motilal Oswal Nifty Smallcap 250 Index vs Motilal Oswal Nifty Next 50 Index Fund compare

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

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - 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 Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1018 Cr ₹396 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Sep 2019 23 Dec 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Next 50 TRI
Turn Over 60% 50%
Expense Ratio 1.04 1.03
Manager Swapnil P Mayekar Swapnil P Mayekar
ISIN Code INF247L01924 INF247L01AD9
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 Motilal Oswal Nifty Next 50 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 Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month -4.95% -2.65%
6 Month -5.66% 1.66%
1 Year -10.91% -4.76%
3 Year 17.84% 16.06%
5 Year 21.39% 15.8%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month -4.62% 0.14%
1 Year 1.71% 10.34%
3 Year 11.75% 14.33%
5 Year 15.44% 14.36%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year 26.63% 13.87%
3 Year 25.3% 17.84%
5 Year 28.86% 19.75%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 19.63% 17.83%
Sharp 0.68% 0.57%
Beta 1.00% 1.00%
Alpha -1.13% -0.98%

Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Name Swapnil P Mayekar Swapnil P Mayekar
Total AUM ₹9006 Cr ₹9006 Cr
Funds Managed 9 9
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 2.68 6.02
Small Cap 95.4 -
Mid Cap 1.92 12.59
Large Cap - 81.39

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 0.21 0.06
Utilities 2.69 12.63
Consumer Defensive 4.12 12.21
Consumer Cyclical 11.1 11.44
Communication Services 2.44 2.24
Technology 8.38 2.45
Healthcare 15.2 6.26
Industrials 19.51 10.62
Basic Materials 10.46 12.85
Financial Services 22.01 20.2
Real Estate 2.21 3.41
Energy 1.68 5.63

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