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

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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tortoise-icon IDBI Nifty Next 50 Index Fund Growth

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tortoise-icon LIC MF NIFTY NEXT 50 INDEX FUND Regular 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 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

Trailing Lumpsum Returns

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 -4.39% -7.16% -7.16%
6 Month 14.98% 9.21% 9.21%
1 Year 37.92% 52.1% 52.1%
3 Year 20.53% 16.34% 16.34%
5 Year 28.76% 19.24% 19.24%

SIP Return Analysis

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 22.84% 23.83% 23.83%
3 Year 31.37% 27.45% 27.45%
5 Year 31.69% 23.75% 23.75%

Rolling Lumpsum Returns

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 34.34% 10.1% 10.1%
3 Year 27.36% 15.15% 15.15%
5 Year 30.71% 12.16% 12.16%

Risk Management

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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Fund Managers

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

Market Cap

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

Others -0.06 0.47 2.58
Small Cap 87.34 - -
Mid Cap 12.47 10.08 9.74
Large Cap 0.28 89.47 87.69

Sector Allocation

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

Others -0.25 0.47 0.63
Agricultural Food & other Products 1.15 - -
Gas 1.61 - -
Food Products 0.58 - -
Auto Components 5.49 - -
Construction 5.44 2.93 2.6
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 - -
Diversified 0.74 1.95 1.59
Transport Infrastructure 0.32 - -
Retailing 0.94 - -
Realty 2.06 - -
Beverages 0.79 - -
Capital Goods - 15.66 18.4
Healthcare - 2.47 2.46
Consumer Staples - 10 9.84
Financial - 19.92 19.14
Materials - 4.3 4.1
Insurance - 3.76 3.42
Energy - 11.68 11.21
Services - 14.69 14.04
Metals & Mining - 4.48 4.84
Chemicals - 2.38 2.24
Automobile - 5.33 5.5

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