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Nippon India Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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tortoise-icon 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 Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund Nippon India Nifty Midcap 150 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) ₹2106 Cr ₹1018 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 17 Feb 2021 10 Sep 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Smallcap 250 TRI
Turn Over 36% 60%
Expense Ratio 0.8 1.04
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204KB15Z3 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 Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month -1.1% -4.27%
6 Month 2.92% -5.2%
1 Year 1.48% -10.83%
3 Year 21.5% 18.37%
5 Year - 22.05%

SIP Return Analysis

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month 2% -4.62%
1 Year 17.07% 1.71%
3 Year 17.89% 11.75%
5 Year - 15.44%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 18.36% 26.87%
3 Year 24.66% 25.35%
5 Year - 28.99%

Risk Management

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 15.73% 19.63%
Sharp 0.96% 0.68%
Beta 1.00% 1.00%
Alpha -0.91% -1.13%

Fund Managers

Scheme Name Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 2.59 2.68
Mid Cap 87.08 1.92
Large Cap 8.96 -
Small Cap 1.38 95.4

Sector Allocation

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others -0.05 0.21
Utilities 3.08 2.69
Industrials 18.23 19.51
Financial Services 24.41 22.01
Consumer Cyclical 13.09 11.1
Basic Materials 9.34 10.46
Technology 10.68 8.38
Consumer Defensive 4.36 4.12
Healthcare 8.48 15.2
Real Estate 3.09 2.21
Energy 2.41 1.68
Communication Services 2.88 2.44

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