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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 | 1.41 | 1.04 |
NAV | ₹165.39 | ₹36.08 |
Fund Started | 26 Aug 2010 | 19 Aug 2019 |
Fund Size | ₹63006.73 Cr | ₹919.21 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
1.41
1.04
NAV
₹165.39
₹36.08
Fund Started
26 Aug 2010
19 Aug 2019
Fund Size
₹63006.73 Cr
₹919.21 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 15 days.
Returns
1 Year | -1.87% | -1.26% |
3 Year | 30.01% | 27.85% |
5 Year | 37.20% | 31.99% |
1 Year
-1.87%
-1.26%
3 Year
30.01%
27.85%
5 Year
37.20%
31.99%
Holding Analysis
Equity | 95.71% | 99.93% |
Cash | 4.29% | 0.07% |
Equity
95.71%
99.93%
Cash
4.29%
0.07%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 2.05% |
Multi Commodity Exchange Of India Ltd. | 1.94% |
Kirloskar Brothers Ltd. | 1.29% |
Tube Investments Of India Ltd. | 1.21% |
State Bank of India | 1.17% |
Apar Industries Ltd. | 1.16% |
Bharat Heavy Electricals Ltd. | 1.13% |
Karur Vysya Bank Ltd. | 1.12% |
Pfizer Ltd. | 1.07% |
Paradeep Phosphates Ltd. | 1.07% |
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 1.77% |
Central Depository Services (India) Ltd. | 1.43% |
Laurus Labs Ltd. | 1.25% |
Crompton Greaves Consumer Electricals Ltd. | 1.19% |
Radico Khaitan Ltd. | 1.04% |
Computer Age Management Services Ltd. | 1.00% |
Cholamandalam Financial Holdings Ltd. | 0.97% |
Delhivery Ltd. | 0.96% |
Angel One Ltd. | 0.92% |
Karur Vysya Bank Ltd. | 0.91% |
Fund Manager
Name | Akshay Sharma | Swapnil P Mayekar |
Start Date | 01 Dec 2022 | 14 Jul 2022 |
Name
Akshay Sharma
Swapnil P Mayekar
Start Date
01 Dec 2022
14 Jul 2022
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