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) | ₹2502 Cr | ₹1918 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 | 3.02% | 2.62% |
6 Month | 19.61% | 12.72% |
1 Year | -2.51% | -2.42% |
3 Year | 20.35% | 12.13% |
5 Year | 26.81% | 17.35% |
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 | 4.07% | 3.09% |
1 Year | 12.93% | 9.77% |
3 Year | 19.94% | 12.75% |
5 Year | 20.97% | 12.82% |
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 | 26.41% | 15.04% |
3 Year | 26.23% | 15.4% |
5 Year | 29.46% | 16.98% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.80% | 12.84% |
Sharp | 0.83% | 0.40% |
Beta | 1.00% | 1.00% |
Alpha | -0.98% | -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 | 3.12 |
Mid Cap | 90.17 | 2.58 |
Small Cap | 3.03 | - |
Large Cap | 5.05 | 94.3 |
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 | 0.35 |
Utilities | 3.17 | 3.94 |
Industrials | 19.28 | 7.37 |
Financial Services | 22.15 | 34.78 |
Basic Materials | 11.17 | 6.77 |
Technology | 10.18 | 8.99 |
Consumer Cyclical | 10.38 | 11.2 |
Healthcare | 11.89 | 4.2 |
Real Estate | 2.97 | 0.62 |
Energy | 2.31 | 9.6 |
Communication Services | 2.89 | 4.25 |
Consumer Defensive | 3.53 | 7.93 |
Top Comparisons
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns14.82%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.66%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns8.71%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.66%
Bandhan Floater Fund Regular - Growth
3Y Returns7.31%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns14.17%
DSP World Mining Fund - Regular Plan - Growth
3Y Returns14.35%