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Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth

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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 Next 50 Index Fund - Regular plan - Growth
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹796 Cr ₹289 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Sep 2019 23 Dec 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Next 50 TRI
Turn Over 60% 50%
Expense Ratio 1.04 1.03
Manager Swapnil P Mayekar Swapnil P Mayekar
ISIN Code INF247L01924 INF247L01AD9
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 Next 50 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 Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month -10.92% -4.59%
6 Month -18.44% -18.54%
1 Year -2.7% 3.27%
3 Year 16.79% 14.36%
5 Year 22.41% 15.54%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month - -
1 Year -20.18% -18.46%
3 Year 16.11% 14.87%
5 Year 22.41% 16.45%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year 32.79% 22.58%
3 Year 26.54% 18.3%
5 Year 29.13% 17.02%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 19.328% 18.72%
Sharp 0.577% 0.517%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Next 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 Next 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others -0.06 -0.06
Small Cap 91.18 -
Mid Cap 8.84 11.03
Large Cap - 89.08

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others -0.06 -0.06
Gas 1.42 2.98
Food Products 0.72 -
Auto Components 3.74 3.1
Construction 4.73 -
IT - Services 1.36 -
Telecom - Equipment & Accessories 0.66 -
Transport Services 1.01 3.67
Chemicals & Petrochemicals 5.12 1.83
Capital Markets 10.59 -
Fertilizers & Agrochemicals 1.51 -
Agricultural Food & other Products 1.03 -
Banks 3.18 5.62
Finance 6.93 14.49
Insurance 0.33 3.61
Pharmaceuticals & Biotechnology 8.68 5.47
Healthcare Services 3.37 -
Consumer Durables 6.67 1.74
Paper, Forest & Jute Products 0.67 -
Textiles & Apparels 1.14 -
Electrical Equipment 3.23 5.07
Industrial Manufacturing 3.38 -
Leisure Services 2.81 0.97
IT - Software 3.57 2.12
Telecom - Services 1.01 -
Aerospace & Defense 0.61 3.26
Personal Products 0.58 2.9
Ferrous Metals 0.25 1.45
IT - Hardware 0.22 -
Cement & Cement Products 1.48 2.9
Commercial Services & Supplies 1.86 -
Minerals & Mining 0.14 -
Non - Ferrous Metals 1.38 -
Industrial Products 5.94 -
Petroleum Products 0.64 2.1
Entertainment 1.46 -
Healthcare Equipment & Supplies 0.51 -
Realty 2.44 3.76
Agricultural, Commercial & Construction Vehicles 0.72 -
Cigarettes & Tobacco Products 0.36 -
Automobiles 0.3 2.28
Household Products 0.47 -
Power 1.03 9.38
Transport Infrastructure 0.25 -
Retailing 0.97 12.85
Diversified 0.51 -
Beverages 1.04 5.47
Diversified Metals - 3.09

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