Pros | - | ![]() 3Y returns in the top 25% of the category. ![]() Among most bought funds within the category. | ||
Cons | - | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Index Funds | Equity,Index Funds | ||
Fund Age | 3 Years | 4 Years | ||
Fund Size | 930 Cr | 2479 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.32% | 0.35% | ||
Exit Load | 1% | 0% | ||
Benchmark Index | Nifty 200 Momentum 30 TR INR | Nifty Smallcap 250 TR INR |
No of Holdings | 32 | 256 | ||
Top 5 Holdings | InterGlobe Aviation Ltd (5.42%) ICICI Bank Ltd (5.37%) HDFC Bank Ltd (5.27%) SBI Life Insurance Co Ltd (5.13%) Bharti Airtel Ltd (5.04%) | Multi Commodity Exchange of India Ltd (2.01%) Laurus Labs Ltd (1.75%) Central Depository Services (India) Ltd (1.35%) Delhivery Ltd (1.12%) Radico Khaitan Ltd (1.09%) | ||
No of Sectors | 8 | 11 | ||
Top 3 Sectors | Financial Services (49.29%) Industrial (15.06%) Tech (9.37%) | Industrial (22.74%) Financial Services (19.89%) Health (13.98%) | ||
Equity % | 99.84% | 99.96% | ||
Debt % | - | - | ||
P/E | 39.06 | 28.79 | ||
P/B | 6.84 | 3.46 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -1.78% | -3.38% | ||
3-Month Return | -1.77% | -0.67% | ||
6-Month Return | 11.51% | 19.06% | ||
1-Year Return | -19.1% | -9.39% | ||
3-Year Return | 16.25% | 21.3% | ||
5-Year Return | - | - |
Sharpe | 0.72 | 0.91 | ||
Alpha | - | -0.78 | ||
Beta | - | 0.99 | ||
Standard Deviation | 18.21 | 19.2 | ||
Information Ratio | - | -2.64 |
Description | Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Nippon India Nifty Smallcap 250 Index Fund Dir Gr is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Dishant Mehta,Rakesh Shetty,Swapnil Mayekar | Himanshu Mange |