Motilal Oswal Nifty 50 Index Fund 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 Motilal Oswal Nifty 50 Index Fund - Regular plan - 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 Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹735 Cr ₹525 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Sep 2019 03 Dec 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY 50 TRI
Turn Over 60% 10%
Expense Ratio 1.04 0.56
Manager Swapnil P Mayekar Swapnil P Mayekar
ISIN Code INF247L01924 INF247L01AF4
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Month -8.21% -5.97%
6 Month 5.71% 4.41%
1 Year 28.13% 19.21%
3 Year 19.52% 10.14%
5 Year 27.84% -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
6 Month - -
1 Year 22.84% 12.91%
3 Year 31.37% 16.24%
5 Year 31.69% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Year 34.34% 20.48%
3 Year 27.36% 15.97%
5 Year 30.71% -

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Standard Deviation 17.99% 12.47%
Sharp 1.01% 0.67%
Beta 1.01% 0.99%
Alpha -1.31% -2%

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 Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Name Swapnil P Mayekar Swapnil P Mayekar
Total AUM ₹9006 Cr ₹9006 Cr
Fund Manage 9 9
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Others -0.06 0.89
Small Cap 87.34 -
Mid Cap 12.47 0.59
Large Cap 0.28 98.51

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Others -0.25 -0.01
Agricultural Food & other Products 1.15 -
Gas 1.61 -
Food Products 0.58 -
Auto Components 5.49 -
Construction 5.44 4.27
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 - 14.77
Technology - 12.32
Metals & Mining - 3.15
Materials - 4.39
Consumer Staples - 8.05
Financial - 33.03
Healthcare - 4.24
Automobile - 7.78
Insurance - 1.27
Consumer Discretionary - 1.5
Communication - 3.45
Services - 1.78

Top Comparisons

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns21.98%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns21.98%

Compare Now

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns7.99%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.06%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns23.75%

VS

SBI Magnum Comma Fund - Regular Plan - Growth SBI Magnum Comma Fund - Regular Plan - Growth

3Y Returns10.77%

Compare Now

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns17.64%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns23.4%

Compare Now
Request call back
Add to Cart Successfully