Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option or Motilal Oswal Nifty Smallcap 250 Index - Regular Plan: Which beats its benchmark more consistently?

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option has outperformed the benchmark more consistently with an average of 18.14% over 5 years than Motilal Oswal Nifty Smallcap 250 Index - Regular Plan with 18.14%. Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option has performed better against its benchmark.

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

Compare Up to 4 FundsFree Analysis

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

Index very high Risk

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Index very high Risk

Our Verdict

We reviewed risk-adjusted returns, volatility and consistency to select the top mutual fund winner for your goals.

Returns (5Y)

17.89 %

Expense Ratio

0.94 %

The trade-off:

Verdict Lock

Returns (5Y)

18.08 %

Expense Ratio

1.04 %

The trade-off:

Verdict Lock

Fund Performance Track

Analyze fund performance trends and market comparisons over time.

Complete Fund Review

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METRICS

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Basic Overview

Current NAV

₹ 30.93

₹ 34.65

Benchmark

NIFTY Smallcap 250 TRI

Fund Size (AUM)

₹2578 Cr

₹984 Cr

Expense Ratio

0.94%

1.04%

Launch Date

16 Oct 2020

10 Sep 2019

SIP Returns

1 Year Return

-5.48%

-5.36%

3 Year Return

6.73%

7.15%

5 Year Return

12.57%

12.88%

Since Inception

21.61%

28.15%

Trailing Returns

1 Month Return

-0.17%

-0.18%

3 Month Return

-4.41%

1 Year Return

12.22%

13.04%

3 Year Return

19.83%

20.21%

5 Year Return

17.89%

18.08%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

17.99

Investment & Taxes

Min SIP Amount

₹ 100

₹ 500

Min Lumpsum

₹ 100

₹ 500

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option3 /100

Outstanding protection during market downturns.

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan3 /100

More vulnerable during market declines.

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option3 /100

Outstanding protection during market downturns.

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option0.0%

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Planslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

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Little Investments, Big Wins

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

See Your Future Wealth

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Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option had a 5-year average annual growth rate of 17.89%, while Motilal Oswal Nifty Smallcap 250 Index - Regular Plan's was 18.08%. Motilal Oswal Nifty Smallcap 250 Index - Regular Plan is better for long-term growth.