Nippon India Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Fund | Nippon India Index Fund - Nifty 50 Plan - Growth 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) | ₹2587 Cr | ₹978 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Oct 2010 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 6% | 60% |
Expense Ratio | 0.42 | 1.04 |
Manager | Himanshu Mange | Swapnil P Mayekar |
ISIN Code | INF204K01IE3 | INF247L01924 |
Exits Load | Nippon India Index Fund - Nifty 50 Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./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 Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Month | -2.46% | -2.78% |
6 Month | 7.5% | 10.89% |
1 Year | 0.78% | -4.28% |
3 Year | 13.74% | 24.62% |
5 Year | 17.86% | 31.16% |
SIP Return Analysis
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | 3.37% | 10.7% |
1 Year | 6.01% | 10.1% |
3 Year | 12.95% | 22.25% |
5 Year | 13.55% | 22.69% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 11.52% | 29.91% |
3 Year | 12.46% | 26% |
5 Year | 12.11% | 29.41% |
Risk Management
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 12.67% | 19.38% |
Sharp | 0.86% | 1.10% |
Beta | 1.00% | 1.00% |
Alpha | -0.62% | -1.23% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth 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 Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 3.08 | 0.67 |
Large Cap | 95.79 | 0.2 |
Mid Cap | 1.13 | 1.98 |
Small Cap | - | 97.15 |
Sector Allocation
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.07 | -0.04 |
Energy | 10.96 | 1.34 |
Technology | 11.2 | 8.48 |
Industrials | 5.95 | 22.39 |
Basic Materials | 5.94 | 12.19 |
Consumer Defensive | 6.49 | 4.31 |
Financial Services | 37.38 | 20.68 |
Healthcare | 3.6 | 13.02 |
Consumer Cyclical | 11.12 | 9.53 |
Communication Services | 4.73 | 2.93 |
Utilities | 2.55 | 3.02 |
Real Estate | - | 2.15 |
Top Comparisons
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.29%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns15.56%
Kotak Arbitrage Fund - Growth
3Y Returns7.2%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.93%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.38%
PGIM India Gilt Fund - Growth
3Y Returns7.07%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns20.42%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns19.65%