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Nippon India Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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