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

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

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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 Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹243 Cr ₹820 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Apr 2021 10 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 50 TRI NIFTY SMALLCAP 250 TRI
Turn Over 37% 60%
Expense Ratio 1.01 1.04
Manager Pranav Gupta Swapnil P Mayekar
ISIN Code INF209KB1V83 INF247L01924
Exits Load Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./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 Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month 4.97% 5.24%
6 Month 5.96% 4.7%
1 Year 27.48% 27.17%
3 Year 19.19% 22.18%
5 Year - 29.32%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month - -
1 Year 21.88% 19.44%
3 Year 34.53% 31.6%
5 Year - 31.83%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 24.85% 34.34%
3 Year 19.15% 27.36%
5 Year - 30.71%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 20.93% 17.99%
Sharp 0.64% 1.01%
Beta 1.15% 1.01%
Alpha -8.66% -1.31%

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Fund Managers

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

Market Cap

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.06 -0.06
Small Cap 87.17 87.34
Mid Cap 12.77 12.47
Large Cap - 0.28

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.06 -0.25
Energy 6.13 -
Communication 3.05 -
Services 10.81 -
Financial 27.31 -
Chemicals 5.66 -
Consumer Staples 3.95 -
Healthcare 7.52 -
Technology 9.27 -
Metals & Mining 4.15 -
Capital Goods 8.18 -
Consumer Discretionary 7.9 -
Textiles 1.27 -
Diversified 2.31 0.74
Construction 2.43 5.44
Agricultural Food & other Products - 1.15
Gas - 1.61
Food Products - 0.58
Auto Components - 5.49
IT - Services - 1.29
Cement & Cement Products - 1.11
Telecom - Equipment & Accessories - 0.98
Transport Services - 1.19
Chemicals & Petrochemicals - 4.55
Capital Markets - 8.05
Fertilizers & Agrochemicals - 1.34
Finance - 8.34
Banks - 5.04
Pharmaceuticals & Biotechnology - 6.26
Healthcare Services - 2.81
Consumer Durables - 5.95
Paper, Forest & Jute Products - 0.92
Textiles & Apparels - 1.53
Electrical Equipment - 2.72
Industrial Manufacturing - 4.03
Leisure Services - 2.68
Ferrous Metals - 0.64
IT - Software - 3.63
Telecom - Services - 1.29
Aerospace & Defense - 1.06
Personal Products - 0.58
Petroleum Products - 1.03
Commercial Services & Supplies - 1.68
Minerals & Mining - 0.18
Non - Ferrous Metals - 1.54
Industrial Products - 6.12
Entertainment - 1.08
Healthcare Equipment & Supplies - 0.49
Agricultural, Commercial & Construction Vehicles - 0.81
Cigarettes & Tobacco Products - 0.32
Automobiles - 0.41
Household Products - 0.51
Power - 1
Transport Infrastructure - 0.32
Retailing - 0.94
Realty - 2.06
Beverages - 0.79

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