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) | ₹2929 Cr | ₹2020 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 | -1.11% | 0.17% |
| 6 Month | 2.87% | 4.33% |
| 1 Year | 1.41% | 4.29% |
| 3 Year | 21.5% | 12.56% |
| 5 Year | 22.99% | 14.32% |
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 | 2.99% | 3.86% |
| 1 Year | 17.12% | 16.05% |
| 3 Year | 18.08% | 13.11% |
| 5 Year | 19.52% | 12.77% |
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 | 24.48% | 12.78% |
| 3 Year | 25.54% | 15.07% |
| 5 Year | 27.39% | 17.21% |
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% | 12.40% |
| Sharp | 0.96% | 0.48% |
| 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 | 2.71 | 4.15 |
| Mid Cap | 86.84 | 3.21 |
| Large Cap | 9.12 | 92.64 |
| Small Cap | 1.33 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.03 | 0.43 |
| Utilities | 2.85 | 4.22 |
| Industrials | 17.94 | 7.83 |
| Financial Services | 25.66 | 33.64 |
| Consumer Cyclical | 13.04 | 10.92 |
| Basic Materials | 9.12 | 7.42 |
| Technology | 10.55 | 8.65 |
| Consumer Defensive | 4.2 | 7.58 |
| Healthcare | 8.44 | 4.57 |
| Real Estate | 2.92 | 0.58 |
| Energy | 2.27 | 9.83 |
| Communication Services | 3 | 4.34 |
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