Motilal Oswal Nifty Smallcap 250 Index vs Motilal Oswal Nifty Midcap 150 Index Fund compare

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Overview

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1758 Cr	₹735 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	02 Sep 2019	05 Sep 2019
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 Total Return Index	NIFTY SMALLCAP 250 TRI
Turn Over	50%	60%
Expense Ratio	1	1.04
Manager	Swapnil P Mayekar	Swapnil P Mayekar
ISIN Code	INF247L01908	INF247L01924
Exits Load	Exit load of 1%, if redeemed within 15 days./365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	1.85%	3.04%
6 Month	22.86%	21.77%
1 Year	50.1%	55.53%
3 Year	27.41%	27.16%
5 Year	-	-

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	21.12%	21.34%
3 Year	55.88%	55.87%
5 Year	109.83%	116.92%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	32.44%	36.03%
3 Year	81.34%	85.43%
5 Year	119.08%	127.51%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	14.7%	17.99%
Sharp	1.26%	1.01%
Beta	1.03%	1.01%
Alpha	-1.23%	-1.31%

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Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name	Swapnil P Mayekar	Swapnil P Mayekar
Total AUM	₹9006 Cr	₹9006 Cr
Fund Manage	9	9
	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Mid Cap	77.04	12.47
Small Cap	4.99	87.34
Others	1.08	-0.06
Large Cap	1.79	0.28

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Capital Goods	12.09	-
Services	5.84	-
Financial	13.17	-
Automobile	7.41	-
Healthcare	7.86	-
Technology	4.69	-
Energy	5.85	-
Materials	4.01	-
Construction	4.24	5.44
Communication	2.99	-
Consumer Discretionary	1.35	-
Metals & Mining	5.95	-
Chemicals	5.67	-
Textiles	0.98	-
Consumer Staples	2.03	-
Diversified	0.32	0.74
Insurance	0.56	-
Others	-0.11	-0.25
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
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
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
Minerals & Mining	-	0.18