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) | ₹788 Cr | ₹2929 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 | -0.6% | -1.09% |
| 6 Month | 2.38% | 1.85% |
| 1 Year | 10.41% | 4.83% |
| 3 Year | 13.62% | 23.46% |
| 5 Year | 14.1% | 22.94% |
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 | 2.05% | 0.86% |
| 1 Year | 12.33% | 12.66% |
| 3 Year | 12.39% | 17.37% |
| 5 Year | 12.59% | 19.43% |
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 | 12.66% | 24.12% |
| 3 Year | 12.85% | 25.48% |
| 5 Year | 12.66% | 27.26% |
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 | 11.47% | 15.75% |
| Sharp | 0.51% | 0.96% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.64% | -0.93% |
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 | 3.53 | 2.71 |
| Large Cap | 95.13 | 9.12 |
| Mid Cap | 1.34 | 86.84 |
| Small Cap | - | 1.33 |
Sector Allocation
| Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.23 | 0.03 |
| Energy | 10.86 | 2.27 |
| Technology | 10.21 | 10.55 |
| Industrials | 7.24 | 17.94 |
| Basic Materials | 6.16 | 9.12 |
| Healthcare | 4.31 | 8.44 |
| Consumer Defensive | 6.47 | 4.2 |
| Financial Services | 36.75 | 25.66 |
| Consumer Cyclical | 10.68 | 13.04 |
| Communication Services | 4.78 | 3 |
| Utilities | 2.31 | 2.85 |
| Real Estate | - | 2.92 |
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