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) ₹1800 Cr ₹735 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Sep 2010 05 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 0.59 1.04
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204K01IE3 INF247L01924
Exits Load Exit load of 0.25% if redeemed within 7 days/365 Exit load of 1%, if redeemed within 15 days./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 1.05% 3.04%
6 Month 14.66% 21.77%
1 Year 30.4% 55.53%
3 Year 14.86% 27.16%
5 Year 17.91% -

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 11.22% 21.34%
3 Year 26.99% 55.87%
5 Year 54.73% 116.92%

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 18.46% 36.03%
3 Year 43.7% 85.43%
5 Year 60.58% 127.51%

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 1.16 -0.06
Large Cap 98.17 0.28
Mid Cap 0.67 12.47
Small Cap - 87.34

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.32 -0.25
Energy 14.49 -
Technology 12.02 -
Construction 4.36 5.44
Metals & Mining 3.23 -
Materials 4.43 -
Consumer Staples 8.01 -
Financial 32.8 -
Healthcare 4.19 -
Automobile 8.03 -
Insurance 1.21 -
Consumer Discretionary 1.36 -
Communication 3.59 -
Services 1.96 -
Agricultural Food & other Products - 1.15
Gas - 1.61
Food Products - 0.58
Auto Components - 5.49
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
Transport Infrastructure - 0.32
Retailing - 0.94
Realty - 2.06
Beverages - 0.79

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