DSP Nifty 50 Equal Weight Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

Link copied to clipboard!

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

Invest Now

tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹820 Cr ₹1887 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 10 Sep 2019 23 Oct 2017
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY 50 Equal Weight Total Return Index
Turn Over 60% 25%
Expense Ratio 1.04 0.87
Manager Swapnil P Mayekar Anil Ghelani
ISIN Code INF247L01924 INF740KA1CO4
Exits Load 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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month 5.24% -1.08%
6 Month 4.7% -2.63%
1 Year 27.17% 11.31%
3 Year 22.18% 15.84%
5 Year 29.32% 18.83%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month - -
1 Year 19.44% 0.73%
3 Year 31.6% 17.16%
5 Year 31.83% 20.35%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year 34.34% 10.97%
3 Year 27.36% 18.8%
5 Year 30.71% 15.09%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 17.99% 13.13%
Sharp 1.01% 0.94%
Beta 1.01% 1.03%
Alpha -1.31% 1.59%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Name Swapnil P Mayekar Anil Ghelani
Total AUM ₹9006 Cr ₹0 Cr
Fund Manage 9 5
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Others -0.06 -0.09
Small Cap 87.34 -
Mid Cap 12.47 -
Large Cap 0.28 100.09

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Others -0.25 -0.09
Agricultural Food & other Products 1.15 1.83
Gas 1.61 -
Food Products 0.58 3.83
Auto Components 5.49 -
Construction 5.44 2.07
IT - Services 1.29 -
Cement & Cement Products 1.11 4.22
Telecom - Equipment & Accessories 0.98 -
Transport Services 1.19 -
Chemicals & Petrochemicals 4.55 -
Capital Markets 8.05 -
Fertilizers & Agrochemicals 1.34 -
Finance 8.34 5.86
Banks 5.04 12.01
Pharmaceuticals & Biotechnology 6.26 6.25
Healthcare Services 2.81 2.13
Consumer Durables 5.95 3.85
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 4.11
IT - Software 3.63 10.57
Telecom - Services 1.29 1.98
Aerospace & Defense 1.06 2.13
Personal Products 0.58 -
Petroleum Products 1.03 3.91
Commercial Services & Supplies 1.68 -
Minerals & Mining 0.18 -
Non - Ferrous Metals 1.54 2.07
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 11.34
Household Products 0.51 -
Power 1 3.94
Diversified 0.74 -
Transport Infrastructure 0.32 2.05
Retailing 0.94 2.03
Realty 2.06 -
Beverages 0.79 -
Diversified FMCG - 3.91
Insurance - 4.07
Oil - 1.93
Metals & Minerals Trading - 2.06
Consumable Fuels - 1.94

Top Comparisons

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns12.51%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns13.91%

Compare Now

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns10.72%

VS

Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns12.72%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns20.08%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns24.33%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns18.96%

Compare Now
Request call back
Add to Cart Successfully