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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) | ₹992 Cr | ₹919 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 | 2.46% | 4.07% |
| 6 Month | -3.56% | -1.33% |
| 1 Year | -1.3% | 0.46% |
| 3 Year | 17.67% | 28.97% |
| 5 Year | - | 32.74% |
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 | 4.4% | 15.4% |
| 1 Year | -1.7% | 14.32% |
| 3 Year | 12.53% | 23.94% |
| 5 Year | - | 23.91% |
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 | 16.01% | 29.91% |
| 3 Year | 17.69% | 26% |
| 5 Year | - | 29.41% |
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 | 13.88% | 19.96% |
| Sharp | 0.65% | 0.86% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -1.23% |
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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 | 0.55 | 0.78 |
| Large Cap | 98.03 | 0.14 |
| Mid Cap | 1.41 | 1.78 |
| Small Cap | - | 97.3 |
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 | 0.55 | 0.25 |
| Technology | 29.93 | 8.56 |
| Basic Materials | 4.98 | 12.12 |
| Healthcare | 4.17 | 12.79 |
| Financial Services | 25.55 | 19.52 |
| Consumer Defensive | 10.23 | 4.48 |
| Consumer Cyclical | 12.17 | 9.69 |
| Energy | 4.81 | 1.4 |
| Utilities | 7.61 | 2.86 |
| Communication Services | - | 2.91 |
| Industrials | - | 23.4 |
| Real Estate | - | 2.03 |
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