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Aditya Birla Sun Life Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹965 Cr ₹796 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 18 Sep 2002 10 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Smallcap 250 TRI
Turn Over 16% 60%
Expense Ratio 0.47 1.04
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209K01LB2 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 Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month 5.91% 9.32%
6 Month -3.48% -15.47%
1 Year 8.44% 1.23%
3 Year 11.52% 15.49%
5 Year 21.24% 32.65%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month -2.34% -7.84%
1 Year -7.38% -21.47%
3 Year 9.6% 14.96%
5 Year 12.24% 19.91%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 14.38% 32.79%
3 Year 12.19% 26.54%
5 Year 11.87% 29.13%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 13.111% 19.328%
Sharp 0.331% 0.577%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name Pranav Gupta Swapnil P Mayekar
Total AUM ₹10003 Cr ₹9006 Cr
Funds Managed 9 9
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.98 0.4
Large Cap 97.75 -
Mid Cap 1.27 8.32
Small Cap - 91.55

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.12 0.66
Energy 10.96 1.57
Technology 13.96 7.93
Industrials 5.73 21.16
Basic Materials 5.84 14.14
Consumer Defensive 8 4.25
Financial Services 34.31 20.52
Healthcare 3.91 13.15
Consumer Cyclical 10.32 9.84
Communication Services 4.13 2.92
Utilities 2.74 1.92
Real Estate - 2.21

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