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

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

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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)	₹3052 Cr	₹1018 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

Scheme Name	Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	-0.4%	-4.95%
6 Month	4.51%	-5.66%
1 Year	7.5%	-10.91%
3 Year	12.82%	17.84%
5 Year	13.83%	21.39%

Scheme Name	Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	3.57%	-4.62%
1 Year	16.23%	1.71%
3 Year	12.93%	11.75%
5 Year	12.7%	15.44%

Scheme Name	Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	10.92%	26.63%
3 Year	12.63%	25.3%
5 Year	12.29%	28.86%

Scheme Name	Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	12.46%	19.63%
Sharp	0.65%	0.68%
Beta	0.99%	1.00%
Alpha	-2.22%	-1.13%

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

Scheme Name	Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	3.34	2.68
Large Cap	95.31	-
Mid Cap	1.34	1.92
Small Cap	-	95.4

Scheme Name	Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.03	0.21
Energy	10.88	1.68
Technology	10.23	8.38
Industrials	7.25	19.51
Basic Materials	6.17	10.46
Healthcare	4.32	15.2
Consumer Defensive	6.49	4.12
Financial Services	36.82	22.01
Consumer Cyclical	10.7	11.1
Communication Services	4.79	2.44
Utilities	2.32	2.69
Real Estate	-	2.21