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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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

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	3.04%	5.01%	5.01%
6 Month	21.77%	15.55%	15.55%
1 Year	55.53%	26.45%	26.45%
3 Year	27.16%	13.68%	13.68%
5 Year	-	17.98%	17.98%

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	21.34%	10.98%	10.98%
3 Year	55.87%	26.24%	26.24%
5 Year	116.92%	53.73%	53.73%

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	36.03%	18.31%	18.31%
3 Year	85.43%	43.06%	43.06%
5 Year	127.51%	59.5%	59.5%

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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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

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

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