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Compare Nippon India Small Cap Fund vs Motilal Oswal Nifty Smallcap 250 Index Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 1.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.39 | 1.04 |
NAV | ₹171.18 | ₹37.13 |
Fund Started | 26 Aug 2010 | 19 Aug 2019 |
Fund Size | ₹66136.11 Cr | ₹996.91 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1%, if redeemed within 15 days. |
Risk
Very High
Very High
Rating
5.0
1.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.39
1.04
NAV
₹171.18
₹37.13
Fund Started
26 Aug 2010
19 Aug 2019
Fund Size
₹66136.11 Cr
₹996.91 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 15 days.
Returns
1 Year | -3.12% | -2.77% |
3 Year | 22.87% | 22.06% |
5 Year | 32.78% | 27.42% |
1 Year
-3.12%
-2.77%
3 Year
22.87%
22.06%
5 Year
32.78%
27.42%
Holding Analysis
Equity | 95.16% | 100.00% |
Cash | 4.81% | -1.22% |
Equity
95.16%
100.00%
Cash
4.81%
-1.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 2.18% |
HDFC Bank Ltd. | 1.91% |
Kirloskar Brothers Ltd. | 1.30% |
Karur Vysya Bank Ltd. | 1.22% |
State Bank of India | 1.20% |
NLC India Ltd. | 1.17% |
Tube Investments Of India Ltd. | 1.17% |
Zydus Wellness Ltd. | 1.16% |
Paradeep Phosphates Ltd. | 1.13% |
Apar Industries Ltd. | 1.11% |
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 2.00% |
Laurus Labs Ltd. | 1.64% |
Central Depository Services (India) Ltd. | 1.30% |
Delhivery Ltd. | 1.21% |
Radico Khaitan Ltd. | 1.13% |
Kaynes Technology India Ltd. | 1.11% |
Karur Vysya Bank Ltd. | 1.00% |
Crompton Greaves Consumer Electricals Ltd. | 0.94% |
Cholamandalam Financial Holdings Ltd. | 0.94% |
Computer Age Management Services Ltd. | 0.91% |
Fund Manager
Name | Akshay Sharma | Swapnil P Mayekar |
Start Date | 01 Dec 2022 | 05 Jun 2025 |
Name
Akshay Sharma
Swapnil P Mayekar
Start Date
01 Dec 2022
05 Jun 2025
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies. | The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error. |
Launch Date | 26 Aug 2010 | 19 Aug 2019 |
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Launch Date
26 Aug 2010
19 Aug 2019