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 | 1.79% | 1.49% |
| 6 Month | 10.33% | 5.49% |
| 1 Year | 3.56% | 4.42% |
| 3 Year | 21.78% | 12.44% |
| 5 Year | 26.12% | 16.26% |
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 | 2.51% | 2.3% |
| 1 Year | 15.94% | 12.13% |
| 3 Year | 18.64% | 12.27% |
| 5 Year | 19.86% | 12.31% |
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 | 15.75% | 12.49% |
| Sharp | 0.96% | 0.54% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -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 | 2.53 | 3.69 |
| Mid Cap | 87.17 | 3.25 |
| Large Cap | 8.92 | 93.07 |
| Small Cap | 1.37 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.1 | 0.07 |
| Utilities | 3.07 | 4.28 |
| Industrials | 18.16 | 7.76 |
| Financial Services | 24.73 | 33.68 |
| Consumer Cyclical | 13.05 | 11.65 |
| Basic Materials | 9.31 | 7.42 |
| Technology | 10.64 | 8.61 |
| Consumer Defensive | 4.35 | 7.69 |
| Healthcare | 8.45 | 4.57 |
| Real Estate | 3.08 | 0.57 |
| Energy | 2.4 | 9.54 |
| Communication Services | 2.87 | 4.15 |
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