Motilal Oswal Nifty Midcap 150 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Fund Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1883 Cr ₹1894 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 16 Oct 2020 10 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Midcap 150 Total Return Index
Turn Over 72% 50%
Expense Ratio 0.94 1
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204KB12W7 INF247L01908
Exits Load Data not available./365 Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Month 5.24% 4.62%
6 Month 4.78% 1.58%
1 Year 27.05% 24.44%
3 Year 22.05% 22.5%
5 Year - 27.2%

SIP Return Analysis

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month - -
1 Year 19.43% 16.31%
3 Year 31.47% 29.43%
5 Year - 29.39%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year 31.67% 30.5%
3 Year 26.48% 26.95%
5 Year - 29.91%

Risk Management

Scheme Name Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation 17.99% 14.7%
Sharp 1% 1.26%
Beta 1.01% 1.03%
Alpha -1.39% -1.23%

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 Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Name Himanshu Mange Swapnil P Mayekar
Total AUM ₹0 Cr ₹9006 Cr
Fund Manage 10 9
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Market Cap

Scheme Name

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 0.11 1.08
Small Cap 46.88 4.99
Mid Cap 3.33 77.04
Large Cap 0.33 1.79

Sector Allocation

Scheme Name

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others -0.22 -0.11
Consumer Staples 3.25 2.03
Materials 2.76 4.01
Energy 2.24 5.85
Chemicals 4.03 5.67
Financial 7.62 13.17
Consumer Discretionary 2.64 1.35
Healthcare 4.69 7.86
Textiles 1.24 0.98
Capital Goods 7.21 12.09
Communication 1.22 2.99
Services 2.41 5.84
Technology 2.84 4.69
Metals & Mining 3.77 5.95
Automobile 0.99 7.41
Diversified 1.15 0.32
Construction 2.81 4.24
Insurance - 0.56

Top Comparisons

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

3Y Returns6.53%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns5.99%

Compare Now

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns6.21%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns5.64%

Compare Now

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns22.07%

VS

Axis Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

3Y Returns20.94%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns29.78%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns25.57%

Compare Now
Request call back
Add to Cart Successfully