Nippon India Nifty 50 Value 20 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Overview

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund	Nippon India Nifty 50 Value 20 Index Fund - Regular 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)	₹712 Cr	₹735 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹500
Launch Date	19 Feb 2021	05 Sep 2019
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Value 20 TRI	NIFTY SMALLCAP 250 TRI
Turn Over	39%	60%
Expense Ratio	0.76	1.04
Manager	Himanshu Mange	Swapnil P Mayekar
ISIN Code	INF204KB19Y8	INF247L01924
Exits Load	Nil/365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	1.19%	3.04%
6 Month	16.78%	21.77%
1 Year	44.24%	55.53%
3 Year	19.34%	27.16%
5 Year	-	-

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	14.03%	21.34%
3 Year	34.71%	55.87%
5 Year	39.56%	116.92%

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	15.91%	36.03%
3 Year	41.93%	85.43%
5 Year	42.93%	127.51%

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	12.88%	17.99%
Sharp	0.92%	1.01%
Beta	0.89%	1.01%
Alpha	2.56%	-1.31%

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Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular 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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	-0.13	-0.06
Large Cap	98.31	0.28
Mid Cap	1.82	12.47
Small Cap	-	87.34

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	-0.13	-0.25
Technology	31.59	-
Metals & Mining	6.53	-
Materials	5.41	-
Financial	26.66	-
Healthcare	1.93	-
Consumer Staples	12.01	-
Automobile	4.64	-
Energy	11.36	-
Agricultural Food & other Products	-	1.15
Gas	-	1.61
Food Products	-	0.58
Auto Components	-	5.49
Construction	-	5.44
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