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) | ₹2458 Cr | ₹965 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 | 3.57% | 3.56% |
6 Month | 21.54% | 22.4% |
1 Year | -7.92% | -7.3% |
3 Year | 20.2% | 20.57% |
5 Year | - | 26.31% |
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 | 3.91% | 3.89% |
1 Year | 8.63% | 9.44% |
3 Year | 18.32% | 18.85% |
5 Year | - | 20.19% |
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 | 19.33% | 19.45% |
Sharp | 0.71% | 0.73% |
Beta | 0.99% | 1.00% |
Alpha | -1.41% | -1.16% |
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 | 0.67 | 0.78 |
Small Cap | 97.14 | 97.01 |
Mid Cap | 1.99 | 2 |
Large Cap | 0.2 | 0.21 |
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 | 0.15 |
Utilities | 2.89 | 2.67 |
Financial Services | 19.88 | 19.78 |
Consumer Defensive | 4.47 | 4.71 |
Consumer Cyclical | 9.57 | 9.95 |
Technology | 7.95 | 7.93 |
Communication Services | 2.82 | 2.9 |
Industrials | 22.72 | 22.73 |
Basic Materials | 12.38 | 12.09 |
Healthcare | 13.97 | 13.98 |
Energy | 1.34 | 1.3 |
Real Estate | 1.94 | 1.84 |
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