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) | ₹2269 Cr | ₹2312 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 | 2.5% | 1.04% |
6 Month | -0.74% | 3.91% |
1 Year | -1.07% | 2.27% |
3 Year | 27.61% | 27.52% |
5 Year | - | 29.52% |
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 | 15.06% | 12.78% |
1 Year | 13.19% | 15.65% |
3 Year | 23.34% | 23.81% |
5 Year | - | 23.9% |
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 | 28.09% | 27.45% |
3 Year | 24.75% | 26.11% |
5 Year | - | 27.95% |
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 | 19.28% | 16.47% |
Sharp | 1.09% | 1.26% |
Beta | 0.99% | 1.00% |
Alpha | -1.42% | -0.99% |
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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 | 0.77 | 0.25 |
Small Cap | 97.31 | 2.99 |
Mid Cap | 1.78 | 91.79 |
Large Cap | 0.14 | 4.97 |
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 | 0.25 |
Utilities | 2.86 | 3.39 |
Financial Services | 19.52 | 22.31 |
Consumer Defensive | 4.48 | 3.55 |
Consumer Cyclical | 9.69 | 10.12 |
Technology | 8.56 | 9.64 |
Communication Services | 2.91 | 3.14 |
Industrials | 23.41 | 19.75 |
Basic Materials | 12.13 | 11.14 |
Healthcare | 12.79 | 11.09 |
Energy | 1.4 | 2.54 |
Real Estate | 2.03 | 3.09 |
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