Axis Nifty 100 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2631 Cr | ₹1928 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 10 Sep 2019 | 18 Oct 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY 100 TRI |
Turn Over | 50% | 9.69% |
Expense Ratio | 1 | 0.92 |
Manager | Swapnil P Mayekar | Ashish Naik |
ISIN Code | INF247L01908 | INF846K01S52 |
Exits Load | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.73% | 0.39% |
6 Month | 16.66% | 11.06% |
1 Year | -1.43% | -0.44% |
3 Year | 22.85% | 14.46% |
5 Year | 26.97% | 16.7% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.25% | 1.59% |
1 Year | 14.46% | 10.82% |
3 Year | 19.05% | 12.39% |
5 Year | 20.29% | 12.51% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 25.79% | 14.04% |
3 Year | 25.97% | 15.27% |
5 Year | 28.31% | 17.28% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.65% | 12.52% |
Sharp | 0.91% | 0.54% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -0.95% |
Fund Managers
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Swapnil P Mayekar | Ashish Naik |
Total AUM | ₹9006 Cr | ₹82854 Cr |
Funds Managed | 9 | 12 |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.75 | 2.94 |
Mid Cap | 90.17 | 2.58 |
Small Cap | 3.03 | - |
Large Cap | 5.05 | 94.48 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.09 | 0.2 |
Utilities | 3.17 | 3.87 |
Industrials | 19.28 | 7.34 |
Financial Services | 22.15 | 33.85 |
Basic Materials | 11.17 | 6.92 |
Technology | 10.18 | 9.07 |
Consumer Cyclical | 10.38 | 12.1 |
Healthcare | 11.89 | 4.15 |
Real Estate | 2.97 | 0.6 |
Energy | 2.31 | 9.47 |
Communication Services | 2.89 | 4.25 |
Consumer Defensive | 3.53 | 8.18 |
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