Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
| 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) | ₹820 Cr | ₹2022 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 10 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 | 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 | Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | -6.91% | -3.98% |
| 6 Month | -4.34% | -6.26% |
| 1 Year | 12.57% | 9.06% |
| 3 Year | 17.16% | 12.11% |
| 5 Year | 25.16% | 16.35% |
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.87% | -0.5% |
| 3 Year | 25.85% | 15.72% |
| 5 Year | 28.14% | 17.78% |
| 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% |
| 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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| 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 |
| 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 |
| 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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