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
Chart Comparison
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) | ₹209 Cr | ₹796 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Apr 2021 | 10 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 | 1.01 | 1.04 |
Manager | Pranav Gupta | Swapnil P Mayekar |
ISIN Code | INF209KB1V83 | INF247L01924 |
Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Month | -6.19% | -6.4% |
6 Month | -21.85% | -23.05% |
1 Year | 3.44% | -0.77% |
3 Year | 14.69% | 15.23% |
5 Year | - | 27.72% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | -14.92% | -16% |
1 Year | -25.85% | -29.11% |
3 Year | 17.06% | 12.91% |
5 Year | - | 19.86% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 25.63% | 32.79% |
3 Year | 18.9% | 26.54% |
5 Year | - | 29.13% |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 21.74% | 19.328% |
Sharp | 0.475% | 0.577% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 9 | 9 |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.02 | 0.4 |
Small Cap | 85.02 | 91.55 |
Mid Cap | 14.96 | 8.32 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.02 | 0.66 |
Utilities | 4.19 | 1.92 |
Technology | 11.65 | 7.93 |
Industrials | 18.61 | 21.16 |
Financial Services | 26.63 | 20.52 |
Basic Materials | 12.86 | 14.14 |
Healthcare | 12.35 | 13.15 |
Energy | 1.34 | 1.57 |
Communication Services | 3.72 | 2.92 |
Consumer Cyclical | 3.45 | 9.84 |
Real Estate | 2.52 | 2.21 |
Consumer Defensive | 2.66 | 4.25 |
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