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 | 0 Years | 4 Years | ||
Fund Size | 28 Cr | 2479 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.62% | 0.35% | ||
Exit Load | 1% | 0% | ||
Benchmark Index | Nifty MidSmall Healthcare Index (TRI) | Nifty Smallcap 250 TR INR |
No of Holdings | 31 | 256 | ||
Top 5 Holdings | Max Healthcare Institute Ltd Ordinary Shares (15.07%) Lupin Ltd (7.59%) Fortis Healthcare Ltd (7.27%) Laurus Labs Ltd (5.57%) Glenmark Pharmaceuticals Ltd (5.22%) | 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 | 1 | 11 | ||
Top 3 Sectors | Health (100%) | Industrial (22.74%) Financial Services (19.89%) Health (13.98%) | ||
Equity % | 100.12% | 99.96% | ||
Debt % | - | - | ||
P/E | 41.72 | 28.79 | ||
P/B | 6.02 | 3.46 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -5.53% | -4.56% | ||
3-Month Return | 4.66% | -1.42% | ||
6-Month Return | 16.51% | 18.68% | ||
1-Year Return | - | -9.17% | ||
3-Year Return | - | 21.41% | ||
5-Year Return | - | - |
Sharpe | - | - | ||
Alpha | - | -0.78 | ||
Beta | - | 0.99 | ||
Standard Deviation | - | 19.33 | ||
Information Ratio | - | -2.64 |
Description | Motilal Oswal Nifty MidSmall Healthcare 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 | Swapnil Mayekar,Rakesh Shetty,Dishant Mehta | Himanshu Mange |