Motilal Oswal Nifty Smallcap 250 Index vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Overview

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹735 Cr	₹90 Cr	₹90 Cr
Min Investment	₹500	₹5000	₹5000
Min SIP Invesment	₹500	₹1000	₹1000
Min Addl Investment	₹500	₹500	₹500
Launch Date	05 Sep 2019	20 Sep 2010	20 Sep 2010
Category	Index Fund	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY SMALLCAP 250 TRI	Nifty Next 50 TRI	Nifty Next 50 TRI
Turn Over	60%	47%	%
Expense Ratio	1.04	0.9	0.9
Manager	Swapnil P Mayekar	Sumit Bhatnagar	Sumit Bhatnagar
ISIN Code	INF247L01924	INF397L01174	INF397L01174
Exits Load	Exit load of 1%, if redeemed within 15 days./365	/365	/365

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month	3.04%	2.29%	2.29%
6 Month	21.77%	28.31%	28.31%
1 Year	55.53%	68.38%	68.38%
3 Year	27.16%	22.75%	22.75%
5 Year	-	23.13%	23.13%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month	-	-	-
1 Year	21.34%	32.61%	32.61%
3 Year	55.87%	56.36%	56.36%
5 Year	116.92%	90.57%	90.57%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year	36.03%	24.09%	24.09%
3 Year	85.43%	61.53%	61.53%
5 Year	127.51%	96.33%	96.33%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation	17.99%	16.66%	16.66%
Sharp	1.01%	0.93%	0.93%
Beta	1.01%	1.14%	1.14%
Alpha	-1.31%	3.51%	3.51%

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Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Name	Swapnil P Mayekar	Sumit Bhatnagar	Sumit Bhatnagar
Total AUM	₹9006 Cr	₹1786 Cr	₹1786 Cr
Fund Manage	9	6	6
	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Small Cap	87.34	-	-
Mid Cap	12.47	10.08	9.74
Large Cap	0.28	89.47	87.69
Others	-0.06	0.47	2.58

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Consumer Durables	5.95	-	-
Auto Components	5.49	-	-
Capital Markets	8.05	-	-
Pharmaceuticals & Biotechnology	6.26	-	-
Non - Ferrous Metals	1.54	-	-
Realty	2.06	-	-
Finance	8.34	-	-
Banks	5.04	-	-
Industrial Manufacturing	4.03	-	-
Construction	5.44	2.93	2.6
IT - Services	1.29	-	-
Industrial Products	6.12	-	-
Electrical Equipment	2.72	-	-
Beverages	0.79	-	-
Chemicals & Petrochemicals	4.55	-	-
Commercial Services & Supplies	1.68	-	-
Paper, Forest & Jute Products	0.92	-	-
Transport Services	1.19	-	-
IT - Software	3.63	-	-
Gas	1.61	-	-
Healthcare Services	2.81	-	-
Telecom - Equipment & Accessories	0.98	-	-
Power	1	-	-
Telecom - Services	1.29	-	-
Entertainment	1.08	-	-
Textiles & Apparels	1.53	-	-
Petroleum Products	1.03	-	-
Leisure Services	2.68	-	-
Aerospace & Defense	1.06	-	-
Healthcare Equipment & Supplies	0.49	-	-
Agricultural, Commercial & Construction Vehicles	0.81	-	-
Diversified	0.74	1.95	1.59
Retailing	0.94	-	-
Fertilizers & Agrochemicals	1.34	-	-
Automobiles	0.41	-	-
Ferrous Metals	0.64	-	-
Personal Products	0.58	-	-
Household Products	0.51	-	-
Transport Infrastructure	0.32	-	-
Cigarettes & Tobacco Products	0.32	-	-
Cement & Cement Products	1.11	-	-
Agricultural Food & other Products	1.15	-	-
Food Products	0.58	-	-
Others	-0.25	0.47	0.63
Minerals & Mining	0.18	-	-
Services	-	14.69	14.04
Capital Goods	-	15.66	18.4
Energy	-	11.68	11.21
Financial	-	19.92	19.14
Metals & Mining	-	4.48	4.84
Automobile	-	5.33	5.5
Chemicals	-	2.38	2.24
Consumer Staples	-	10	9.84
Insurance	-	3.76	3.42
Materials	-	4.3	4.1
Healthcare	-	2.47	2.46