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) | ₹2679 Cr | ₹997 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 | 1.26% | -0.59% |
| 6 Month | 7.32% | 12.73% |
| 1 Year | 6.74% | -3.8% |
| 3 Year | 12.98% | 21.42% |
| 5 Year | 15.57% | 26.66% |
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 | 2.37% | -0.64% |
| 1 Year | 12.61% | 7.76% |
| 3 Year | 12.11% | 15.36% |
| 5 Year | 12.3% | 17.72% |
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 | 11.21% | 27.98% |
| 3 Year | 12.57% | 25.86% |
| 5 Year | 12.2% | 30.02% |
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 | 11.67% | 19.42% |
| Sharp | 0.57% | 0.80% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.58% | -1.14% |
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 | 3.05 | 2.94 |
| Large Cap | 95.55 | - |
| Mid Cap | 1.4 | 2.09 |
| Small Cap | - | 94.97 |
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 | 0.33 |
| Energy | 10.37 | 1.68 |
| Technology | 9.91 | 8.43 |
| Industrials | 7.09 | 19.9 |
| Basic Materials | 6.33 | 11.13 |
| Healthcare | 4.3 | 14.86 |
| Consumer Defensive | 6.79 | 3.96 |
| Financial Services | 36.5 | 21.34 |
| Consumer Cyclical | 11.68 | 11.13 |
| Communication Services | 4.54 | 2.55 |
| Utilities | 2.56 | 2.84 |
| Real Estate | - | 1.86 |
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