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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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LIC MF Nifty 50 Index Fund-Growth

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LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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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

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	-6.91%	-2.38%	-2.38%
6 Month	-4.34%	-6.2%	-6.2%
1 Year	12.57%	6.58%	6.58%
3 Year	17.16%	9.42%	9.42%
5 Year	25.16%	13.55%	13.55%

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	2.87%	-1.05%	-1.05%
3 Year	25.85%	11.58%	11.58%
5 Year	28.14%	14.34%	14.34%

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%

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

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