HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹796 Cr | ₹293 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 10 Sep 2019 | 16 Apr 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 TRI |
Turn Over | 60% | 8% |
Expense Ratio | 1.04 | 0.45 |
Manager | Swapnil P Mayekar | Praveen Ayathan |
ISIN Code | INF247L01924 | INF917K01D38 |
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 | HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -10.92% | -0.86% |
6 Month | -18.44% | -7.82% |
1 Year | -2.7% | 4.09% |
3 Year | 16.79% | 10.55% |
5 Year | 22.41% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -22.27% | -3.75% |
3 Year | 14.86% | 11.04% |
5 Year | 21.38% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 32.79% | 19.31% |
3 Year | 26.54% | 15.84% |
5 Year | 29.13% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 19.328% | 12.699% |
Sharp | 0.577% | 0.429% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Swapnil P Mayekar | Praveen Ayathan |
Total AUM | ₹9006 Cr | ₹3762 Cr |
Fund Manage | 9 | 5 |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.06 | -0.02 |
Small Cap | 91.18 | - |
Mid Cap | 8.84 | 1.3 |
Large Cap | - | 98.72 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.06 | -0.02 |
Gas | 1.42 | - |
Food Products | 0.72 | 1.26 |
Auto Components | 3.74 | - |
Construction | 4.73 | 4 |
IT - Services | 1.36 | - |
Telecom - Equipment & Accessories | 0.66 | - |
Transport Services | 1.01 | - |
Chemicals & Petrochemicals | 5.12 | - |
Capital Markets | 10.59 | - |
Fertilizers & Agrochemicals | 1.51 | - |
Agricultural Food & other Products | 1.03 | 0.56 |
Banks | 3.18 | 30.03 |
Finance | 6.93 | 3.37 |
Insurance | 0.33 | 1.21 |
Pharmaceuticals & Biotechnology | 8.68 | 3.51 |
Healthcare Services | 3.37 | 0.7 |
Consumer Durables | 6.67 | 2.24 |
Paper, Forest & Jute Products | 0.67 | - |
Textiles & Apparels | 1.14 | - |
Electrical Equipment | 3.23 | - |
Industrial Manufacturing | 3.38 | - |
Leisure Services | 2.81 | - |
IT - Software | 3.57 | 14.06 |
Telecom - Services | 1.01 | 4.01 |
Aerospace & Defense | 0.61 | 0.99 |
Personal Products | 0.58 | - |
Ferrous Metals | 0.25 | 1.89 |
IT - Hardware | 0.22 | - |
Cement & Cement Products | 1.48 | 2.08 |
Commercial Services & Supplies | 1.86 | - |
Minerals & Mining | 0.14 | - |
Non - Ferrous Metals | 1.38 | 0.82 |
Industrial Products | 5.94 | - |
Petroleum Products | 0.64 | 8.3 |
Entertainment | 1.46 | - |
Healthcare Equipment & Supplies | 0.51 | - |
Realty | 2.44 | - |
Agricultural, Commercial & Construction Vehicles | 0.72 | - |
Cigarettes & Tobacco Products | 0.36 | - |
Automobiles | 0.3 | 7.37 |
Household Products | 0.47 | - |
Power | 1.03 | 2.81 |
Transport Infrastructure | 0.25 | 0.85 |
Retailing | 0.97 | 1.49 |
Diversified | 0.51 | - |
Beverages | 1.04 | - |
Diversified FMCG | - | 6.19 |
Oil | - | 0.87 |
Metals & Minerals Trading | - | 0.59 |
Consumable Fuels | - | 0.82 |
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