Aditya Birla Sun Life Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
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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