LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
IDBI Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
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) | ₹796 Cr | ₹89 Cr | ₹89 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 | -6.14% | -2.53% | -2.53% |
6 Month | -22.24% | -20.37% | -20.37% |
1 Year | -2.55% | -2.03% | -2.03% |
3 Year | 15.35% | 13.66% | 13.66% |
5 Year | 25.51% | 18.43% | 18.43% |
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 | -16% | -13.09% | -13.09% |
1 Year | -29.11% | -27.64% | -27.64% |
3 Year | 12.91% | 11.83% | 11.83% |
5 Year | 19.86% | 14.32% | 14.32% |
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 | 32.79% | 10.53% | 10.53% |
3 Year | 26.54% | 15.19% | 15.19% |
5 Year | 29.13% | 12.43% | 12.43% |
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 | 19.328% | 19.574% | 19.574% |
Sharp | 0.577% | 0.371% | 0.371% |
Beta | - | - | - |
Alpha | - | - | - |
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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 | 0.40485 | 0.26283 | 0.26283 |
Small Cap | 91.54759 | - | - |
Mid Cap | 8.316 | 11.6865 | 11.6865 |
Large Cap | - | 88.05064 | 88.05064 |
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 | 0.66092 | 0.26283 | 0.26283 |
Utilities | 1.9229 | 12.03729 | 12.03729 |
Consumer Defensive | 4.25352 | 10.42563 | 10.42563 |
Consumer Cyclical | 9.84486 | 12.88598 | 12.88598 |
Technology | 7.93301 | 2.10146 | 2.10146 |
Communication Services | 2.91929 | 2.6684 | 2.6684 |
Industrials | 21.15635 | 14.26391 | 14.26391 |
Basic Materials | 14.14077 | 10.1505 | 10.1505 |
Financial Services | 20.51549 | 23.811 | 23.811 |
Healthcare | 13.14544 | 5.80402 | 5.80402 |
Energy | 1.56529 | 2.08095 | 2.08095 |
Real Estate | 2.2106 | 3.508 | 3.508 |
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