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) | ₹2472 Cr | ₹978 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 | -3.45% | -3.45% |
6 Month | 7.28% | 8.05% |
1 Year | -5.6% | -4.95% |
3 Year | 23.83% | 24.23% |
5 Year | - | 30.73% |
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 | 10.35% | 10.7% |
1 Year | 8.98% | 10.1% |
3 Year | 21.67% | 22.25% |
5 Year | - | 22.69% |
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 | 26.94% | 28.8% |
3 Year | 25% | 26.16% |
5 Year | - | 30.93% |
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 | 19.28% | 19.38% |
Sharp | 1.09% | 1.10% |
Beta | 0.99% | 1.00% |
Alpha | -1.42% | -1.23% |
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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 | 0.53 | 0.67 |
Small Cap | 97.29 | 97.15 |
Mid Cap | 1.99 | 1.98 |
Large Cap | 0.2 | 0.2 |
Sector Allocation
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | -0.18 | -0.04 |
Utilities | 3.02 | 3.02 |
Financial Services | 20.71 | 20.68 |
Consumer Defensive | 4.32 | 4.31 |
Consumer Cyclical | 9.55 | 9.53 |
Technology | 8.49 | 8.48 |
Communication Services | 2.93 | 2.93 |
Industrials | 22.42 | 22.39 |
Basic Materials | 12.21 | 12.19 |
Healthcare | 13.04 | 13.02 |
Energy | 1.34 | 1.34 |
Real Estate | 2.15 | 2.15 |
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