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) | ₹3023 Cr | ₹2019 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 | -3.34% | -2.46% |
| 6 Month | 0.45% | 2.52% |
| 1 Year | 12.47% | 10.94% |
| 3 Year | 22.85% | 13.94% |
| 5 Year | 21.69% | 13.31% |
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 | -3.91% | -2.37% |
| 1 Year | -0.29% | 1.44% |
| 3 Year | 12.02% | 8.9% |
| 5 Year | 16.49% | 10.51% |
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 | 23.76% | 12.34% |
| 3 Year | 25.33% | 14.99% |
| 5 Year | 27.16% | 16.88% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.7% | 12.8% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 2.37 | 3.72 |
| Mid Cap | 86.73 | 3.07 |
| Large Cap | 9.64 | 93.21 |
| Small Cap | 1.26 | - |
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 | -0.02 |
| Utilities | 2.82 | 3.93 |
| Industrials | 17.44 | 7.57 |
| Financial Services | 25.67 | 33.9 |
| Consumer Cyclical | 13.69 | 10.97 |
| Basic Materials | 9.51 | 7.54 |
| Technology | 10.05 | 9.13 |
| Consumer Defensive | 4.2 | 7.38 |
| Healthcare | 8.34 | 4.48 |
| Real Estate | 2.89 | 0.52 |
| Energy | 2.4 | 10.13 |
| Communication Services | 3.09 | 4.49 |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns11.38%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.59%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.77%
Kotak Banking and PSU Debt - Growth
3Y Returns7.37%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns19.01%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns19.01%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.19%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns6.96%