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) | ₹2472 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 | -1.32% | 0.41% |
6 Month | 14.04% | 10.11% |
1 Year | -0.18% | -0.08% |
3 Year | 22.09% | 12.53% |
5 Year | 26.86% | 17.56% |
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 | 3.71% | 2.3% |
1 Year | 4.76% | 3.91% |
3 Year | 18.86% | 11.74% |
5 Year | 20.63% | 12.49% |
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 | 15.77% | 12.89% |
Sharp | 1.02% | 0.55% |
Beta | 1.00% | 1.00% |
Alpha | -0.99% | -0.96% |
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 | 1.62 | 3.12 |
Mid Cap | 90.43 | 2.58 |
Small Cap | 3.01 | - |
Large Cap | 4.94 | 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 | -0.02 | 0.35 |
Utilities | 3.22 | 3.94 |
Industrials | 19.28 | 7.37 |
Financial Services | 22.21 | 34.78 |
Basic Materials | 11.18 | 6.77 |
Technology | 9.89 | 8.99 |
Consumer Cyclical | 10.16 | 11.2 |
Healthcare | 12.16 | 4.2 |
Real Estate | 2.98 | 0.62 |
Energy | 2.48 | 9.6 |
Communication Services | 3.01 | 4.25 |
Consumer Defensive | 3.45 | 7.93 |
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