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

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tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular 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 Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund Nippon India Nifty Midcap 150 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) ₹1425 Cr ₹735 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 15 Feb 2021 05 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY SMALLCAP 250 TRI
Turn Over 36% 60%
Expense Ratio 0.8 1.04
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204KB15Z3 INF247L01924
Exits Load Nil/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month 1.87% 3.04%
6 Month 22.81% 21.77%
1 Year 50.1% 55.53%
3 Year 27.45% 27.16%
5 Year - -

SIP Return Analysis

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month - -
1 Year 21.11% 21.34%
3 Year 55.92% 55.87%
5 Year 63.05% 116.92%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 23.78% 36.03%
3 Year 67.57% 85.43%
5 Year 69.98% 127.51%

Risk Management

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 14.71% 17.99%
Sharp 1.26% 1.01%
Beta 1.03% 1.01%
Alpha -1.23% -1.31%

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Fund Managers

Scheme Name Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Mid Cap 76.69 12.47
Small Cap 4.98 87.34
Others 1.14 -0.06
Large Cap 1.78 0.28

Sector Allocation

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Capital Goods 12.08 -
Services 5.83 -
Financial 13.16 -
Automobile 7.41 -
Healthcare 7.86 -
Technology 4.69 -
Energy 5.84 -
Materials 4.01 -
Construction 4.23 5.44
Communication 2.98 -
Consumer Discretionary 1.35 -
Metals & Mining 5.94 -
Chemicals 5.67 -
Textiles 0.98 -
Others -0.05 -0.25
Consumer Staples 2.03 -
Diversified 0.32 0.74
Insurance 0.26 -
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

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