Motilal Oswal Nifty Smallcap 250 Index vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 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) | ₹2563 Cr | ₹997 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 16 Oct 2020 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 72% | 60% |
| Expense Ratio | 0.94 | 1.04 |
| Manager | Himanshu Mange | Swapnil P Mayekar |
| ISIN Code | INF204KB12W7 | 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | -0.21% | -0.22% |
| 6 Month | 10.64% | 10.67% |
| 1 Year | -5.99% | -5.29% |
| 3 Year | 20.37% | 20.77% |
| 5 Year | 26.44% | 26.71% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 1.58% | 1.61% |
| 1 Year | 11.26% | 11.9% |
| 3 Year | 16.68% | 17.21% |
| 5 Year | 18.58% | 18.94% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 26.02% | 27.98% |
| 3 Year | 24.73% | 25.86% |
| 5 Year | - | 30.02% |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 19.30% | 19.42% |
| Sharp | 0.78% | 0.80% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -1.14% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 2.12 | 2.94 |
| Small Cap | 95.66 | 94.97 |
| Mid Cap | 2.22 | 2.09 |
| Large Cap | 0 | - |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | -0.09 | 0.33 |
| Utilities | 2.88 | 2.84 |
| Financial Services | 20.62 | 21.34 |
| Consumer Defensive | 3.99 | 3.96 |
| Consumer Cyclical | 11.34 | 11.13 |
| Technology | 8.42 | 8.43 |
| Communication Services | 2.62 | 2.55 |
| Healthcare | 14.97 | 14.86 |
| Industrials | 20.54 | 19.9 |
| Basic Materials | 11.19 | 11.13 |
| Energy | 1.67 | 1.68 |
| Real Estate | 1.85 | 1.86 |
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