- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Nifty 50 Value 20 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular 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) | ₹1027 Cr | ₹1018 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 Feb 2021 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Value 20 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 39% | 60% |
| Expense Ratio | 0.76 | 1.04 |
| Manager | Himanshu Mange | Swapnil P Mayekar |
| ISIN Code | INF204KB19Y8 | INF247L01924 |
| Exits Load | Data not available./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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | 1.97% | -0.61% |
| 6 Month | 4.65% | -2.54% |
| 1 Year | -0.52% | -5.87% |
| 3 Year | 15.22% | 22.25% |
| 5 Year | - | 22.31% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 2.86% | -5.13% |
| 1 Year | 7.46% | -1.23% |
| 3 Year | 9.52% | 11.25% |
| 5 Year | - | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 13.81% | 26.63% |
| 3 Year | 17.1% | 25.3% |
| 5 Year | - | 28.86% |
Risk Management
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 12.40% | 19.63% |
| Sharp | 0.51% | 0.68% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -1.13% |
Fund Managers
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular 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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.03 | 2.68 |
| Large Cap | 99.97 | - |
| Small Cap | - | 95.4 |
| Mid Cap | - | 1.92 |
Sector Allocation
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.03 | 0.21 |
| Technology | 25.06 | 8.38 |
| Basic Materials | 4.94 | 10.46 |
| Healthcare | 3.63 | 15.2 |
| Financial Services | 38.95 | 22.01 |
| Consumer Defensive | 8.67 | 4.12 |
| Consumer Cyclical | 8.54 | 11.1 |
| Energy | 4.01 | 1.68 |
| Utilities | 6.17 | 2.69 |
| Communication Services | - | 2.44 |
| Industrials | - | 19.51 |
| Real Estate | - | 2.21 |
Top Comparisons
SBI Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.11%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.67%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns18.66%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.6%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns20.55%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns18.11%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns14.49%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns16.27%
