Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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

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tortoise-icon Motilal Oswal Nifty 500 Index Fund - Regular Plan

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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 500 Index Fund - Regular Plan
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹735 Cr ₹1525 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Sep 2019 02 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY 500 TRI
Turn Over 60% 10%
Expense Ratio 1.04 0.88
Manager Swapnil P Mayekar Swapnil P Mayekar
ISIN Code INF247L01924 INF247L01940
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit load of 1% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month -4.39% -4.29%
6 Month 14.98% 10.41%
1 Year 37.92% 30.54%
3 Year 20.53% 13.11%
5 Year 28.76% 18.24%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month - -
1 Year 22.84% 15.43%
3 Year 31.37% 20.24%
5 Year 31.69% 20.5%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year 34.34% 20.4%
3 Year 27.36% 18.4%
5 Year 30.71% 20.62%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation 17.99% 12.78%
Sharp 1.01% 0.87%
Beta 1.01% 1%
Alpha -1.31% -1.07%

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Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
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 500 Index Fund - Regular Plan

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others -0.06 -
Small Cap 87.34 2.63
Mid Cap 12.47 4.35
Large Cap 0.28 27.91

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others -0.25 -
Agricultural Food & other Products 1.15 -
Gas 1.61 -
Food Products 0.58 -
Auto Components 5.49 -
Construction 5.44 0.09
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 0.16
Transport Infrastructure 0.32 -
Retailing 0.94 -
Realty 2.06 -
Beverages 0.79 -
Consumer Staples - 4.57
Services - 1.19
Financial - 14.26
Technology - 3
Materials - 1.94
Energy - 1.33
Metals & Mining - 1.42
Chemicals - 0.75
Automobile - 1.52
Healthcare - 1.62
Textiles - 0.05
Capital Goods - 2.75
Consumer Discretionary - 0.17
Communication - 0.07

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