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) | ₹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 |
Top Comparisons
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns20.39%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns16.63%
Kotak Savings Fund -Growth
3Y Returns6.98%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.14%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.53%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns10.73%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.01%