Franklin India Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Fund | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Investment Plan | IDCW | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹737 Cr | ₹2502 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 04 Aug 2000 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 Total Return Index |
Turn Over | 18.1% | 50% |
Expense Ratio | 0.63 | 1 |
Manager | Sandeep Manam | Swapnil P Mayekar |
ISIN Code | INF090I01890 | INF247L01908 |
Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | 2.81% | 3.84% |
6 Month | 13.1% | 20.92% |
1 Year | 0.38% | -2.16% |
3 Year | 13.55% | 21.8% |
5 Year | 17.54% | 26.18% |
SIP Return Analysis
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | 3.08% | 4.07% |
1 Year | 10.49% | 12.93% |
3 Year | 12.45% | 19.94% |
5 Year | 12.76% | 20.97% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 12.61% | 26.41% |
3 Year | 12.69% | 26.23% |
5 Year | 12.64% | 29.46% |
Risk Management
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 12.03% | 15.80% |
Sharp | 0.44% | 0.83% |
Beta | 0.99% | 1.00% |
Alpha | -0.65% | -0.98% |
Fund Managers
Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Name | Sandeep Manam | Swapnil P Mayekar |
Total AUM | ₹74256 Cr | ₹9006 Cr |
Funds Managed | 20 | 9 |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 3.25 | 1.75 |
Large Cap | 95.62 | 5.05 |
Mid Cap | 1.13 | 90.17 |
Small Cap | - | 3.03 |
Sector Allocation
Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.42 | 0.09 |
Energy | 10.38 | 2.31 |
Technology | 10.47 | 10.18 |
Industrials | 5.87 | 19.28 |
Basic Materials | 6.27 | 11.17 |
Consumer Defensive | 6.93 | 3.53 |
Financial Services | 36.67 | 22.15 |
Healthcare | 3.73 | 11.89 |
Consumer Cyclical | 12.12 | 10.38 |
Communication Services | 4.63 | 2.89 |
Utilities | 2.52 | 3.17 |
Real Estate | - | 2.97 |
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