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) ₹735 Cr ₹316 Cr ₹316 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 05 Sep 2019 28 Nov 2002 28 Nov 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 Exit load of 1%, if redeemed within 15 days./365 Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 0.25%, if redeemed within 7 days./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 -4.39% -6.27% -6.27%
6 Month 14.98% 6.15% 6.15%
1 Year 37.92% 20.95% 20.95%
3 Year 20.53% 9.29% 9.29%
5 Year 28.76% 14.62% 14.62%

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 22.84% 12.31% 12.31%
3 Year 31.37% 15.62% 15.62%
5 Year 31.69% 16.77% 16.77%

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 1.33 1.33
Small Cap 87.34 - -
Mid Cap 12.47 0.66 0.66
Large Cap 0.28 97.98 97.98

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 0.49 0.49
Agricultural Food & other Products 1.15 - -
Gas 1.61 - -
Food Products 0.58 - -
Auto Components 5.49 - -
Construction 5.44 4.36 4.36
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 - -
Transport Infrastructure 0.32 - -
Retailing 0.94 - -
Realty 2.06 - -
Beverages 0.79 - -
Energy - 14.48 14.48
Technology - 11.97 11.97
Metals & Mining - 3.24 3.24
Materials - 4.42 4.42
Consumer Staples - 7.98 7.98
Financial - 32.76 32.76
Healthcare - 4.19 4.19
Automobile - 7.99 7.99
Insurance - 1.2 1.2
Consumer Discretionary - 1.35 1.35
Communication - 3.58 3.58
Services - 1.96 1.96

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