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
Chart Comparison
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) | ₹1982 Cr | ₹796 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Sep 2019 | 10 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 | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% 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 | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Month | 6.6% | 8.64% |
6 Month | -15.6% | -19.04% |
1 Year | 4.33% | 1.31% |
3 Year | 18.49% | 15.43% |
5 Year | 33.05% | 35.3% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | -7.13% | -11.25% |
1 Year | -13.73% | -20.78% |
3 Year | 18.55% | 16.88% |
5 Year | 22.09% | 21.75% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 29.32% | 32.79% |
3 Year | 26.61% | 26.54% |
5 Year | 27.4% | 29.13% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 16.194% | 19.328% |
Sharp | 0.828% | 0.577% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 9 | 9 |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
Market Cap
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.33 | 0.4 |
Mid Cap | 87.61 | 8.32 |
Large Cap | 5.92 | - |
Small Cap | 6.14 | 91.55 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.33 | 0.66 |
Utilities | 1.96 | 1.92 |
Industrials | 18.5 | 21.16 |
Financial Services | 20.17 | 20.52 |
Basic Materials | 11.22 | 14.14 |
Technology | 9.96 | 7.93 |
Healthcare | 11.46 | 13.15 |
Consumer Cyclical | 13.23 | 9.84 |
Real Estate | 3.28 | 2.21 |
Energy | 2.43 | 1.57 |
Communication Services | 3.13 | 2.92 |
Consumer Defensive | 4.35 | 4.25 |
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