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) | ₹2479 Cr | ₹970 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 | -4.95% | -4.95% |
6 Month | 15.69% | 16.53% |
1 Year | -4.61% | -4.01% |
3 Year | 22.41% | 22.81% |
5 Year | - | 27.74% |
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 | 3.2% | 3.35% |
1 Year | -0.7% | 0.19% |
3 Year | 16.91% | 17.46% |
5 Year | - | 19.74% |
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 | 26.94% | 28.8% |
3 Year | 25% | 26.16% |
5 Year | - | 30.93% |
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 | 19.19% | 19.30% |
Sharp | 0.88% | 0.89% |
Beta | 0.99% | 1.00% |
Alpha | -1.42% | -1.19% |
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 | 0.67 | 0.8 |
Small Cap | 97.14 | 97.01 |
Mid Cap | 1.99 | 1.99 |
Large Cap | 0.2 | 0.2 |
Sector Allocation
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.09 | 0.22 |
Utilities | 2.89 | 2.89 |
Financial Services | 19.88 | 19.88 |
Consumer Defensive | 4.47 | 4.47 |
Consumer Cyclical | 9.57 | 9.57 |
Technology | 7.95 | 7.95 |
Communication Services | 2.82 | 2.82 |
Industrials | 22.72 | 22.57 |
Basic Materials | 12.38 | 12.38 |
Healthcare | 13.97 | 13.97 |
Energy | 1.34 | 1.34 |
Real Estate | 1.94 | 1.94 |
Top Comparisons
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns24.31%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns18.11%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.01%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.99%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns16.18%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns12.74%
Franklin India Opportunities Fund - Growth
3Y Returns28.86%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns13.57%