HSBC NIFTY NEXT 50 INDEX FUND vs Motilal Oswal Nifty Smallcap 250 Index compare

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Overview

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹735 Cr	₹127 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	05 Sep 2019	16 Apr 2020
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY SMALLCAP 250 TRI	NIFTY Next 50 TRI
Turn Over	60%	54%
Expense Ratio	1.04	0.8
Manager	Swapnil P Mayekar	Praveen Ayathan
ISIN Code	INF247L01924	INF917K01D95
Exits Load	Exit load of 1%, if redeemed within 15 days./365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month	-7.67%	-8.76%
6 Month	6.33%	0.84%
1 Year	28.89%	44.43%
3 Year	19.8%	15.52%
5 Year	28.02%	-

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	-	-
1 Year	22.84%	23.95%
3 Year	31.37%	27.51%
5 Year	31.69%	-

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year	34.34%	22.34%
3 Year	27.36%	19.05%
5 Year	30.71%	-

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation	17.99%	16.7%
Sharp	1.01%	0.92%
Beta	1.01%	1.15%
Alpha	-1.31%	3.38%

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Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	-0.06	2.07
Small Cap	87.34	-
Mid Cap	12.47	9.78
Large Cap	0.28	88.15

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	-0.25	0.11
Agricultural Food & other Products	1.15	-
Gas	1.61	-
Food Products	0.58	-
Auto Components	5.49	-
Construction	5.44	2.6
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	-
Diversified	0.74	1.59
Transport Infrastructure	0.32	-
Retailing	0.94	-
Realty	2.06	-
Beverages	0.79	-
Capital Goods	-	18.48
Healthcare	-	2.47
Consumer Staples	-	9.91
Financial	-	19.27
Materials	-	4.12
Insurance	-	3.42
Energy	-	11.26
Services	-	14.11
Metals & Mining	-	4.85
Chemicals	-	2.24
Automobile	-	5.57