Nippon India Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2003 Cr ₹820 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Oct 2010 10 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY SMALLCAP 250 TRI
Turn Over 6% 60%
Expense Ratio 0.42 1.04
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204K01IE3 INF247L01924
Exits Load Nippon India Index Fund - Nifty 50 Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month 0.18% 5.24%
6 Month 0.74% 4.7%
1 Year 10.51% 27.17%
3 Year 11.98% 22.18%
5 Year 14.26% 29.32%

SIP Return Analysis

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month - -
1 Year 4.48% 19.44%
3 Year 13.98% 31.6%
5 Year 16% 31.83%

Rolling Lumpsum Returns

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 11.68% 34.34%
3 Year 12.57% 27.36%
5 Year 11.97% 30.71%

Risk Management

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 12.46% 17.99%
Sharp 0.65% 1.01%
Beta 0.99% 1.01%
Alpha -2.22% -1.31%

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Fund Managers

Scheme Name Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Name Himanshu Mange Swapnil P Mayekar
Total AUM ₹0 Cr ₹9006 Cr
Fund Manage 10 9
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.08 -0.06
Large Cap 99.92 0.28
Small Cap - 87.34
Mid Cap - 12.47

Sector Allocation

Scheme Name

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.08 -0.25
Petroleum Products 8.86 1.03
IT - Software 12.91 3.63
Construction 3.92 5.44
Ferrous Metals 1.98 0.64
Consumer Durables 2.46 5.95
Diversified FMCG 6.25 -
Non - Ferrous Metals 0.92 1.54
Banks 29.39 5.04
Pharmaceuticals & Biotechnology 3.32 6.26
Cement & Cement Products 2.08 1.11
Automobiles 7.42 0.41
Insurance 1.38 -
Agricultural Food & other Products 0.6 1.15
Oil 0.95 -
Food Products 1.37 0.58
Aerospace & Defense 0.94 1.06
Finance 3.46 8.34
Telecom - Services 3.97 1.29
Metals & Minerals Trading 0.64 -
Healthcare Services 0.65 2.81
Consumable Fuels 0.94 -
Power 3.12 1
Transport Infrastructure 0.93 0.32
Retailing 1.46 0.94
Gas - 1.61
Auto Components - 5.49
IT - Services - 1.29
Telecom - Equipment & Accessories - 0.98
Transport Services - 1.19
Chemicals & Petrochemicals - 4.55
Capital Markets - 8.05
Fertilizers & Agrochemicals - 1.34
Paper, Forest & Jute Products - 0.92
Textiles & Apparels - 1.53
Electrical Equipment - 2.72
Industrial Manufacturing - 4.03
Leisure Services - 2.68
Personal Products - 0.58
Commercial Services & Supplies - 1.68
Minerals & Mining - 0.18
Industrial Products - 6.12
Entertainment - 1.08
Healthcare Equipment & Supplies - 0.49
Agricultural, Commercial & Construction Vehicles - 0.81
Cigarettes & Tobacco Products - 0.32
Household Products - 0.51
Diversified - 0.74
Realty - 2.06
Beverages - 0.79

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