LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs Motilal Oswal Nifty Smallcap 250 Index compare

Link copied to clipboard!

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

Invest Now

tortoise-icon IDBI Nifty Next 50 Index Fund Growth

Invest Now

tortoise-icon LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Invest Now

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 IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹820 Cr ₹94 Cr ₹94 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 10 Sep 2019 20 Sep 2010 20 Sep 2010
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY Next 50 TRI NIFTY Next 50 TRI
Turn Over 60% 47% %
Expense Ratio 1.04 0.9 0.9
Manager Swapnil P Mayekar Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF247L01924 INF397L01174 INF397L01174
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 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month 5.24% 1.87% 1.87%
6 Month 4.7% -4.57% -4.57%
1 Year 27.17% 31.55% 31.55%
3 Year 22.18% 18.14% 18.14%
5 Year 29.32% 19.14% 19.14%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month - - -
1 Year 19.44% 11.51% 11.51%
3 Year 31.6% 25.48% 25.48%
5 Year 31.83% 22.75% 22.75%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year 34.34% 10.1% 10.1%
3 Year 27.36% 15.15% 15.15%
5 Year 30.71% 12.16% 12.16%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation 17.99% 16.66% 16.66%
Sharp 1.01% 0.93% 0.93%
Beta 1.01% 1.14% 1.14%
Alpha -1.31% 3.51% 3.51%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular 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 IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others -0.06 0.3 2.58
Small Cap 87.34 - -
Mid Cap 12.47 8.46 9.74
Large Cap 0.28 91.2 87.69

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others -0.25 0.3 0.63
Agricultural Food & other Products 1.15 - -
Gas 1.61 3.13 -
Food Products 0.58 - -
Auto Components 5.49 4.33 -
Construction 5.44 - 2.6
IT - Services 1.29 - -
Cement & Cement Products 1.11 3.67 -
Telecom - Equipment & Accessories 0.98 - -
Transport Services 1.19 3.72 -
Chemicals & Petrochemicals 4.55 2.57 -
Capital Markets 8.05 - -
Fertilizers & Agrochemicals 1.34 - -
Finance 8.34 12.13 -
Banks 5.04 6.18 -
Pharmaceuticals & Biotechnology 6.26 6.91 -
Healthcare Services 2.81 - -
Consumer Durables 5.95 2.21 -
Paper, Forest & Jute Products 0.92 - -
Textiles & Apparels 1.53 - -
Electrical Equipment 2.72 6.95 -
Industrial Manufacturing 4.03 - -
Leisure Services 2.68 1.32 -
Ferrous Metals 0.64 1.88 -
IT - Software 3.63 2.82 -
Telecom - Services 1.29 - -
Aerospace & Defense 1.06 4.31 -
Personal Products 0.58 4.28 -
Petroleum Products 1.03 2.88 -
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 3.14 -
Household Products 0.51 - -
Power 1 6.54 -
Diversified 0.74 - 1.59
Transport Infrastructure 0.32 - -
Retailing 0.94 5.75 -
Realty 2.06 3.25 -
Beverages 0.79 3.2 -
Insurance - 4.26 3.42
Diversified Metals - 4.23 -
Capital Goods - - 18.4
Healthcare - - 2.46
Consumer Staples - - 9.84
Financial - - 19.14
Materials - - 4.1
Energy - - 11.21
Services - - 14.04
Metals & Mining - - 4.84
Chemicals - - 2.24
Automobile - - 5.5

Top Comparisons

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns6.55%

VS

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns5.74%

Compare Now

Kotak Multicap Fund-Regular Plan-Growth Kotak Multicap Fund-Regular Plan-Growth

3Y Returns25.81%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns19.68%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns16.3%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns17.73%

Compare Now

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns11.71%

VS

360 ONE FlexiCap Fund Regular - Growth 360 ONE FlexiCap Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully