DSP Nifty 50 Equal Weight Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2929 Cr | ₹2390 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Sep 2019 | 23 Oct 2017 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY 50 Equal Weight Total Return Index |
| Turn Over | 50% | 25% |
| Expense Ratio | 1 | 0.91 |
| Manager | Swapnil P Mayekar | Anil Ghelani |
| ISIN Code | INF247L01908 | INF740KA1CO4 |
| 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 | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.91% | -0.28% |
| 6 Month | 3.15% | 6.47% |
| 1 Year | 1.44% | 8.06% |
| 3 Year | 21.41% | 16.21% |
| 5 Year | 22.79% | 18.43% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.95% | 3.15% |
| 1 Year | 17% | 17.26% |
| 3 Year | 17.89% | 14.89% |
| 5 Year | 19.36% | 15.52% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.48% | 7.92% |
| 3 Year | 25.54% | 18.13% |
| 5 Year | 27.39% | 18.29% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.75% | 13.13% |
| Sharp | 0.96% | 0.94% |
| Beta | 1.00% | 1.03% |
| Alpha | -0.93% | 1.59% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Anil Ghelani |
| Total AUM | ₹9006 Cr | ₹0 Cr |
| Funds Managed | 9 | 5 |
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.71 | 5.14 |
| Mid Cap | 86.84 | 3.92 |
| Large Cap | 9.12 | 90.95 |
| Small Cap | 1.33 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.03 | 0.76 |
| Utilities | 2.85 | 3.89 |
| Industrials | 17.94 | 8.13 |
| Financial Services | 25.66 | 22.41 |
| Consumer Cyclical | 13.04 | 14.89 |
| Basic Materials | 9.12 | 12.27 |
| Technology | 10.55 | 9.9 |
| Consumer Defensive | 4.2 | 8.03 |
| Healthcare | 8.44 | 9.69 |
| Real Estate | 2.92 | - |
| Energy | 2.27 | 7.97 |
| Communication Services | 3 | 2.06 |
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