Motilal Oswal Nifty Smallcap 250 Index vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1941 Cr | ₹997 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 17 Feb 2021 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 36% | 60% |
| Expense Ratio | 0.8 | 1.04 |
| Manager | Himanshu Mange | Swapnil P Mayekar |
| ISIN Code | INF204KB15Z3 | INF247L01924 |
| Exits Load | Data not available./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 | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | 5.14% | 3.88% |
| 6 Month | 10.36% | 11.01% |
| 1 Year | 6.23% | 0.82% |
| 3 Year | 23.02% | 22.29% |
| 5 Year | - | 27.28% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 2.25% | 0.58% |
| 1 Year | 14.29% | 9.99% |
| 3 Year | 19.39% | 17.57% |
| 5 Year | - | 19.36% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 18.36% | 27.98% |
| 3 Year | 24.66% | 25.86% |
| 5 Year | - | 30.02% |
Risk Management
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 15.63% | 19.39% |
| Sharp | 0.90% | 0.76% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -1.15% |
Fund Managers
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Name | Himanshu Mange | Swapnil P Mayekar |
| Total AUM | ₹0 Cr | ₹9006 Cr |
| Funds Managed | 10 | 9 |
| Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 2.18 | 2.25 |
| Mid Cap | 87.25 | 2.22 |
| Large Cap | 9.12 | 0 |
| Small Cap | 1.45 | 95.54 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | -0.14 | 0.04 |
| Utilities | 3.2 | 2.87 |
| Industrials | 18.5 | 20.45 |
| Financial Services | 23.58 | 20.62 |
| Consumer Cyclical | 13.47 | 11.33 |
| Basic Materials | 9.61 | 11.19 |
| Technology | 10.45 | 8.41 |
| Consumer Defensive | 4.56 | 3.99 |
| Healthcare | 8.73 | 14.97 |
| Real Estate | 2.87 | 1.85 |
| Energy | 2.4 | 1.67 |
| Communication Services | 2.77 | 2.62 |
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