Compare Nippon India Small Cap Fund Direct Growth vs Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Nippon India Small Cap Fund Direct  GrowthEquity
Small Cap
5.0
Motilal Oswal Nifty Smallcap 250 Index Fund Direct   GrowthEquity
Small Cap
1.0
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Nippon India Small Cap Fund Direct Growth

(14.4%)

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

(10.7%)

Fund Details

Risk
Very High
Moderately High
-
Min SIP Amount
₹100
₹500
-
Expense Ratio
0.69%
0.36%
-
NAV
₹177.1 (24-Jan-2025)
₹35.7 (24-Jan-2025)
- 
Fund Started
31-Dec-2012
06-Sep-2019
-
Fund Size
₹61,974Cr
₹869Cr
-
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit load of 1%, if redeemed within 15 days.
-

Returns

1Y
14.4%
10.7%
-
3Y
24.4%
18.6%
-
5Y
31.7%
25.0%
-

Pros & Cons

Pros
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Higher alpha: 6.5 
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y 3.Lower expense ratio: 0.69%
1.Lower expense ratio: 0.36%2.3Y annualised returns higher than category average by 0.03%
-

Cons
Found nothing so far.
1.1Y and 5Y annualised returns lower than category average2.Low rating: 1
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
1.9%
Multi Commodity Exchange Of India Ltd.
1.9%
Apar Industries Ltd.
1.5%
Kirloskar Brothers Ltd.
1.5%
Dixon Technologies (India) Ltd.
1.5%
Tube Investments Of India Ltd.
1.4%
Elantas Beck India Ltd.
1.3%
State Bank of India
1.2%
Central Depository Services (India) Ltd.
1.1%
Karur Vysya Bank Ltd.
1.1%
Name
Assets
Multi Commodity Exchange Of India Ltd.
1.6%
Central Depository Services (India) Ltd.
1.6%
Blue Star Ltd.
1.4%
Crompton Greaves Consumer Electricals Ltd.
1.3%
360 One Wam Ltd.
1.2%
Computer Age Management Services Ltd.
1.2%
Glenmark Pharmaceuticals Ltd.
1.2%
Laurus Labs Ltd.
1.2%
GE Vernova T&D India Ltd.
1.1%
Radico Khaitan Ltd.
1.0%
-

Fund Manager

Name
Samir Rachh
Swapnil P Mayekar
-
Education
Mr. Racch is a B.Com (H) from V.G.Vaze College, Mumbai.
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
-
Experience
Prior to joining Nippon India Mutual Fund he has worked in Hinduja Finance, Emkay Research and Anvicon Research.
Prior to joining Motilal Oswal AMC  he worked with Business Standard Limited from Aug 2005 to Feb 2010.
-

About Fund

Description
Reliance Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹2,32,169 Cr. Its ranked at 3 as per total assets at end of 30th Sep 2017.
Motilal Oswal Mutual Fund started their mutual fund on 29/12/2009 and its managing total assets of ₹12,967 Cr. Its ranked at 19 as per total assets at end of 30th Sep 2017.
-
Launch Date
30 Jun 1995
29 Dec 2009
-
Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
KFin Tech
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Nippon India Small Cap Fund Direct Growth

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Add a fund

Nippon India Small Cap Fund Direct Growth

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Higher alpha: 6.5 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y

3.Lower expense ratio: 0.69%

1.Lower expense ratio: 0.36%

2.3Y annualised returns higher than category average by 0.03%

Found nothing so far.

1.1Y and 5Y annualised returns lower than category average

2.Low rating: 1

Holding Analysis

Top Holdings

Popular Comparisons