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Compare Motilal Oswal Nifty Smallcap 250 Index Fund vs Invesco India Smallcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.04 | 1.78 |
NAV | ₹32.59 | ₹37.14 |
Fund Started | 19 Aug 2019 | 10 Oct 2018 |
Fund Size | ₹822.30 Cr | ₹6202.21 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.04
1.78
NAV
₹32.59
₹37.14
Fund Started
19 Aug 2019
10 Oct 2018
Fund Size
₹822.30 Cr
₹6202.21 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Returns
1 Year | -2.04% | 9.56% |
3 Year | 18.72% | 24.10% |
5 Year | 33.32% | 33.60% |
1 Year
-2.04%
9.56%
3 Year
18.72%
24.10%
5 Year
33.32%
33.60%
Holding Analysis
Equity | 99.92% | 95.86% |
Cash | -1.96% | 4.14% |
Equity
99.92%
95.86%
Cash
-1.96%
4.14%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 1.59% |
Laurus Labs Ltd. | 1.41% |
Crompton Greaves Consumer Electricals Ltd. | 1.34% |
Central Depository Services (India) Ltd. | 1.28% |
Radico Khaitan Ltd. | 1.12% |
Computer Age Management Services Ltd. | 1.05% |
Cholamandalam Financial Holdings Ltd. | 1.02% |
Karur Vysya Bank Ltd. | 0.97% |
Krishna Institute of Medical Sciences Ltd | 0.92% |
Amber Enterprises India Ltd. | 0.87% |
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 3.80% |
Aditya Birla Real Estate Ltd. | 3.44% |
Krishna Institute of Medical Sciences Ltd | 2.81% |
BSE Ltd. | 2.81% |
Global Health Ltd. | 2.49% |
PG Electroplast Ltd. | 2.39% |
360 One Wam Ltd. | 2.36% |
Mrs. Bectors Food Specialities Ltd. | 2.30% |
Vishal Mega Mart Ltd. | 2.15% |
Jyoti CNC Automation Ltd. | 2.12% |
Fund Manager
Name | Swapnil P Mayekar | Amit Nigam |
Start Date | 14 Jul 2022 | 09 Jul 2022 |
Name
Swapnil P Mayekar
Amit Nigam
Start Date
14 Jul 2022
09 Jul 2022
About Fund
Description | The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error. | The scheme seeks to generate capital appreciation by investing predominantly in stocks of Smallcap companies. |
Launch Date | 19 Aug 2019 | 10 Oct 2018 |
Description
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
The scheme seeks to generate capital appreciation by investing predominantly in stocks of Smallcap companies.
Launch Date
19 Aug 2019
10 Oct 2018