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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) | ₹924 Cr | ₹796 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 | 0.7% | 8.79% |
| 6 Month | -8.37% | -5.95% |
| 1 Year | 1.51% | 2.54% |
| 3 Year | 17.75% | 27.31% |
| 5 Year | - | 33.63% |
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 | 2.31% | 13.01% |
| 1 Year | -5.42% | 8.07% |
| 3 Year | 12.29% | 23.04% |
| 5 Year | - | 23.5% |
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 | 13.179% | 19.328% |
| Sharp | 0.668% | 0.577% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0.48 | 0.4 |
| Large Cap | 97.78 | - |
| Mid Cap | 1.74 | 8.32 |
| Small Cap | - | 91.55 |
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 | 0.08 | 0.66 |
| Technology | 33.47 | 7.93 |
| Energy | 6.43 | 1.57 |
| Basic Materials | 4.77 | 14.14 |
| Financial Services | 24.46 | 20.52 |
| Healthcare | 1.97 | 13.15 |
| Consumer Defensive | 12.64 | 4.25 |
| Consumer Cyclical | 8.48 | 9.84 |
| Utilities | 7.7 | 1.92 |
| Communication Services | - | 2.92 |
| Industrials | - | 21.16 |
| Real Estate | - | 2.21 |
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