LIC MF Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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

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tortoise-icon LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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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 LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹820 Cr ₹319 Cr ₹319 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 10 Sep 2019 05 Dec 2002 05 Dec 2002
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY 50 TRI NIFTY 50 TRI
Turn Over 60% % 40%
Expense Ratio 1.04 1.01 1.01
Manager Swapnil P Mayekar Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF247L01924 INF767K01162 INF767K01162
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 LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Month 8.51% 3.31% 3.31%
6 Month 7.95% 3.63% 3.63%
1 Year 31.12% 13.45% 13.45%
3 Year 22.53% 12.22% 12.22%
5 Year 30.33% 15% 15%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
6 Month - - -
1 Year 27.51% 13.64% 13.64%
3 Year 33.76% 16.83% 16.83%
5 Year 32.81% 17.38% 17.38%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Year 34.34% 12.81% 12.81%
3 Year 27.36% 11.63% 11.63%
5 Year 30.71% 11.44% 11.44%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Standard Deviation 17.99% 12.45% 12.45%
Sharp 1.01% 0.64% 0.64%
Beta 1.01% 0.99% 0.99%
Alpha -1.31% -2.33% -2.33%

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Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Name Swapnil P Mayekar Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹9006 Cr ₹1786 Cr ₹1786 Cr
Fund Manage 9 6 6
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others -0.06 0.26 0.26
Small Cap 87.34 - -
Mid Cap 12.47 - -
Large Cap 0.28 99.75 99.75

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others -0.25 0.26 0.26
Agricultural Food & other Products 1.15 0.6 0.6
Gas 1.61 - -
Food Products 0.58 1.37 1.37
Auto Components 5.49 - -
Construction 5.44 3.94 3.94
IT - Services 1.29 - -
Cement & Cement Products 1.11 2.04 2.04
Telecom - Equipment & Accessories 0.98 - -
Transport Services 1.19 - -
Chemicals & Petrochemicals 4.55 - -
Capital Markets 8.05 - -
Fertilizers & Agrochemicals 1.34 - -
Finance 8.34 3.44 3.44
Banks 5.04 29.22 29.22
Pharmaceuticals & Biotechnology 6.26 3.33 3.33
Healthcare Services 2.81 0.65 0.65
Consumer Durables 5.95 2.45 2.45
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 1.98 1.98
IT - Software 3.63 12.89 12.89
Telecom - Services 1.29 3.97 3.97
Aerospace & Defense 1.06 0.93 0.93
Personal Products 0.58 - -
Petroleum Products 1.03 8.92 8.92
Commercial Services & Supplies 1.68 - -
Minerals & Mining 0.18 - -
Non - Ferrous Metals 1.54 0.89 0.89
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 7.45 7.45
Household Products 0.51 - -
Power 1 3.09 3.09
Diversified 0.74 - -
Transport Infrastructure 0.32 0.93 0.93
Retailing 0.94 1.46 1.46
Realty 2.06 - -
Beverages 0.79 - -
Diversified FMCG - 6.3 6.3
Insurance - 1.38 1.38
Oil - 0.95 0.95
Metals & Minerals Trading - 0.63 0.63
Consumable Fuels - 0.94 0.94

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