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) | ₹2607 Cr | ₹965 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 | 1.77% | 3.56% |
6 Month | 12.6% | 22.4% |
1 Year | -0.36% | -7.3% |
3 Year | 12.53% | 20.57% |
5 Year | 17.23% | 26.31% |
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 | 3.13% | 3.89% |
1 Year | 10.67% | 9.44% |
3 Year | 12.54% | 18.85% |
5 Year | 12.77% | 20.19% |
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 | 11.36% | 28.8% |
3 Year | 12.56% | 26.16% |
5 Year | 12.17% | 30.93% |
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 | 12.10% | 19.45% |
Sharp | 0.45% | 0.73% |
Beta | 1.00% | 1.00% |
Alpha | -0.60% | -1.16% |
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 | 3.15 | 0.78 |
Large Cap | 95.71 | 0.21 |
Mid Cap | 1.14 | 2 |
Small Cap | - | 97.01 |
Sector Allocation
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.29 | 0.15 |
Energy | 10.52 | 1.3 |
Technology | 10.42 | 7.93 |
Industrials | 5.91 | 22.73 |
Basic Materials | 6.11 | 12.09 |
Consumer Defensive | 6.73 | 4.71 |
Financial Services | 37.75 | 19.78 |
Healthcare | 3.77 | 13.98 |
Consumer Cyclical | 11.28 | 9.95 |
Communication Services | 4.63 | 2.9 |
Utilities | 2.58 | 2.67 |
Real Estate | - | 1.84 |
Top Comparisons
Kotak Arbitrage Fund - Growth
3Y Returns7.18%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.15%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.25%
LIC MF Flexi Cap Fund-Regular Plan-Growth
3Y Returns14.25%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.08%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.52%
HSBC Value Fund - Regular Growth
3Y Returns22.12%
Axis Value Fund - Regular Plan - Growth
3Y Returns21.32%