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

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tortoise-icon Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - 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 Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Fund Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2690 Cr ₹2929 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 16 Oct 2020 10 Sep 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Midcap 150 Total Return Index
Turn Over 72% 50%
Expense Ratio 0.94 1
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204KB12W7 INF247L01908
Exits Load Data not available./365 Motilal Oswal Nifty Midcap 150 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 Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Month -4.77% 0.32%
6 Month -4.07% 3.29%
1 Year -10.46% 2.56%
3 Year 17.99% 21.34%
5 Year 22.32% 23.31%

SIP Return Analysis

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month -3.62% 2.99%
1 Year 1.72% 17.12%
3 Year 11.5% 18.08%
5 Year 15.38% 19.52%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year 24.53% 24.48%
3 Year 23.99% 25.54%
5 Year 26.38% 27.39%

Risk Management

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation 19.51% 15.75%
Sharp 0.67% 0.96%
Beta 0.99% 1.00%
Alpha -1.39% -0.93%

Fund Managers

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Name Himanshu Mange Swapnil P Mayekar
Total AUM ₹0 Cr ₹9006 Cr
Funds Managed 10 9
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Market Cap

Scheme Name

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 2.85 2.53
Small Cap 95.05 1.37
Mid Cap 2.1 87.17
Large Cap - 8.92

Sector Allocation

Scheme Name

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 0.23 -0.1
Utilities 2.84 3.07
Consumer Defensive 3.96 4.35
Consumer Cyclical 11.15 13.05
Communication Services 2.55 2.87
Technology 8.44 10.64
Healthcare 14.88 8.45
Industrials 19.92 18.16
Basic Materials 11.14 9.31
Financial Services 21.36 24.73
Energy 1.68 2.4
Real Estate 1.86 3.08

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