Nippon India Nifty 50 Value 20 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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Nippon India Nifty 50 Value 20 Index Fund - Regular 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 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)	₹991 Cr	₹997 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

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	2.85%	2.57%
6 Month	3.57%	12.59%
1 Year	-3.85%	-2.77%
3 Year	13.87%	22.06%
5 Year	-	27.42%

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-0.27%	-0.95%
1 Year	-1.39%	6.48%
3 Year	7.46%	15.13%
5 Year	-	17.84%

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%	27.98%
3 Year	17.1%	25.86%
5 Year	-	30.02%

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	12.55%	19.42%
Sharp	0.58%	0.80%
Beta	1.00%	1.00%
Alpha	-0.94%	-1.14%

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

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.05	2.25
Large Cap	99.95	0
Mid Cap	0	2.22
Small Cap	-	95.54

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.05	0.04
Technology	23.74	8.41
Basic Materials	4.97	11.19
Healthcare	3.67	14.97
Financial Services	37.45	20.62
Consumer Defensive	8.92	3.99
Consumer Cyclical	10.35	11.33
Energy	4.19	1.67
Utilities	6.65	2.87
Communication Services	-	2.62
Industrials	-	20.45
Real Estate	-	1.85