Motilal Oswal Nifty Smallcap 250 Index vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Overview

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹220 Cr	₹735 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	05 Apr 2021	05 Sep 2019
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 50 TRI	NIFTY SMALLCAP 250 TRI
Turn Over	37%	60%
Expense Ratio	1.03	1.04
Manager	Pranav Gupta	Swapnil P Mayekar
ISIN Code	INF209KB1V83	INF247L01924
Exits Load	Exit load of 0.25%, if redeemed within 15 days./365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	3.78%	3.04%
6 Month	24.57%	21.77%
1 Year	64.36%	55.53%
3 Year	21.22%	27.16%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	24.39%	21.34%
3 Year	57.06%	55.87%
5 Year	59.03%	116.92%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	21.71%	36.03%
3 Year	65.85%	85.43%
5 Year	67.24%	127.51%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	20.93%	17.99%
Sharp	0.64%	1.01%
Beta	1.15%	1.01%
Alpha	-8.66%	-1.31%

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Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name	Pranav Gupta	Swapnil P Mayekar
Total AUM	₹10003 Cr	₹9006 Cr
Fund Manage	9	9
	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.06	-0.06
Small Cap	87.17	87.34
Mid Cap	12.77	12.47
Large Cap	-	0.28

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.06	-0.25
Energy	6.13	-
Communication	3.05	-
Services	10.81	-
Financial	27.31	-
Chemicals	5.66	-
Consumer Staples	3.95	-
Healthcare	7.52	-
Technology	9.27	-
Metals & Mining	4.15	-
Capital Goods	8.18	-
Consumer Discretionary	7.9	-
Textiles	1.27	-
Diversified	2.31	0.74
Construction	2.43	5.44
Agricultural Food & other Products	-	1.15
Gas	-	1.61
Food Products	-	0.58
Auto Components	-	5.49
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
Transport Infrastructure	-	0.32
Retailing	-	0.94
Realty	-	2.06
Beverages	-	0.79