Nippon India Nifty Smallcap 250 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
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) | ₹2563 Cr | ₹2631 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 | -2.4% | -0.33% |
6 Month | 10.34% | 11.94% |
1 Year | -7.41% | -0.08% |
3 Year | 21.68% | 22.88% |
5 Year | 26.69% | 27.16% |
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 | -0.67% | 1.35% |
1 Year | 6.43% | 12.58% |
3 Year | 16.03% | 18.81% |
5 Year | 18.54% | 20.3% |
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 | 26.02% | 25.79% |
3 Year | 24.73% | 25.97% |
5 Year | - | 28.31% |
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 | 19.27% | 15.65% |
Sharp | 0.75% | 0.91% |
Beta | 0.99% | 1.00% |
Alpha | -1.40% | -0.92% |
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 | 2.12 | 2.27 |
Small Cap | 95.66 | 1.44 |
Mid Cap | 2.22 | 87.22 |
Large Cap | 0 | 9.07 |
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 | -0.09 | -0.04 |
Utilities | 2.88 | 3.18 |
Financial Services | 20.62 | 23.88 |
Consumer Defensive | 3.99 | 4.54 |
Consumer Cyclical | 11.34 | 13.4 |
Technology | 8.42 | 10.39 |
Communication Services | 2.62 | 2.75 |
Healthcare | 14.97 | 8.69 |
Industrials | 20.54 | 18.4 |
Basic Materials | 11.19 | 9.56 |
Energy | 1.67 | 2.39 |
Real Estate | 1.85 | 2.85 |
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