Nippon India Nifty Smallcap 250 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2653 Cr | ₹1018 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 Smallcap 250 TRI |
| Turn Over | 72% | 60% |
| Expense Ratio | 0.94 | 1.04 |
| Manager | Himanshu Mange | Swapnil P Mayekar |
| ISIN Code | INF204KB12W7 | INF247L01924 |
| Exits 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | -4.25% | -4.27% |
| 6 Month | -5.22% | -5.2% |
| 1 Year | -11.48% | -10.83% |
| 3 Year | 17.99% | 18.37% |
| 5 Year | 21.78% | 22.05% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | -4.63% | -4.62% |
| 1 Year | 1.25% | 1.71% |
| 3 Year | 11.27% | 11.75% |
| 5 Year | 15.11% | 15.44% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 24.53% | 26.87% |
| 3 Year | 23.99% | 25.35% |
| 5 Year | 26.38% | 28.99% |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 19.51% | 19.63% |
| Sharp | 0.67% | 0.68% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -1.13% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 2.85 | 2.68 |
| Small Cap | 95.05 | 95.4 |
| Mid Cap | 2.1 | 1.92 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.23 | 0.21 |
| Utilities | 2.84 | 2.69 |
| Consumer Defensive | 3.96 | 4.12 |
| Consumer Cyclical | 11.15 | 11.1 |
| Communication Services | 2.55 | 2.44 |
| Technology | 8.44 | 8.38 |
| Healthcare | 14.88 | 15.2 |
| Industrials | 19.92 | 19.51 |
| Basic Materials | 10.66 | 10.46 |
| Financial Services | 21.36 | 22.01 |
| Real Estate | 2.33 | 2.21 |
| Energy | 1.68 | 1.68 |
Top Comparisons
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.15%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.19%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.57%
LIC MF Large Cap Fund-Growth
3Y Returns11.24%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns14.65%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.43%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.84%