HDFC Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

HDFC Nifty 50 Index Fund - Growth Plan

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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Overview

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹18105 Cr	₹820 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	18 Jul 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	8.28%	60%
Expense Ratio	0.36	1.04
Manager	Arun Agarwal	Swapnil P Mayekar
ISIN Code	INF179K01KZ8	INF247L01924
Exits Load	HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 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

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	-0.97%	-4.9%
6 Month	-4.57%	-2.27%
1 Year	8.81%	15.01%
3 Year	10.37%	17.26%
5 Year	14.52%	25.7%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	-0.38%	2.87%
3 Year	12.36%	25.85%
5 Year	15.17%	28.14%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	14.52%	34.34%
3 Year	12.79%	27.36%
5 Year	12.41%	30.71%

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	12.46%	17.99%
Sharp	0.68%	1.01%
Beta	0.99%	1.01%
Alpha	-1.8%	-1.31%

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Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name	Arun Agarwal	Swapnil P Mayekar
Total AUM	₹110478 Cr	₹9006 Cr
Fund Manage	14	9
	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	-0.03	-0.06
Large Cap	100.03	0.28
Small Cap	-	87.34
Mid Cap	-	12.47

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	-0.03	-0.25
Petroleum Products	8.61	1.03
IT - Software	13.75	3.63
Construction	4.05	5.44
Ferrous Metals	1.97	0.64
Consumer Durables	2.28	5.95
Diversified FMCG	6.15	-
Non - Ferrous Metals	0.88	1.54
Banks	30.01	5.04
Pharmaceuticals & Biotechnology	3.24	6.26
Cement & Cement Products	2.08	1.11
Automobiles	7.44	0.41
Insurance	1.24	-
Agricultural Food & other Products	0.58	1.15
Oil	0.92	-
Food Products	1.28	0.58
Aerospace & Defense	1.02	1.06
Finance	3.28	8.34
Telecom - Services	4.03	1.29
Metals & Minerals Trading	0.54	-
Healthcare Services	0.64	2.81
Consumable Fuels	0.87	-
Power	2.97	1
Transport Infrastructure	0.81	0.32
Retailing	1.39	0.94
Gas	-	1.61
Auto Components	-	5.49
IT - Services	-	1.29
Telecom - Equipment & Accessories	-	0.98
Transport Services	-	1.19
Chemicals & Petrochemicals	-	4.55
Capital Markets	-	8.05
Fertilizers & Agrochemicals	-	1.34
Paper, Forest & Jute Products	-	0.92
Textiles & Apparels	-	1.53
Electrical Equipment	-	2.72
Industrial Manufacturing	-	4.03
Leisure Services	-	2.68
Personal Products	-	0.58
Commercial Services & Supplies	-	1.68
Minerals & Mining	-	0.18
Industrial Products	-	6.12
Entertainment	-	1.08
Healthcare Equipment & Supplies	-	0.49
Agricultural, Commercial & Construction Vehicles	-	0.81
Cigarettes & Tobacco Products	-	0.32
Household Products	-	0.51
Diversified	-	0.74
Realty	-	2.06
Beverages	-	0.79