Franklin India Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
| Investment Plan | IDCW | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹775 Cr | ₹396 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Aug 2000 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 18.1% | 50% |
| Expense Ratio | 0.63 | 1.03 |
| Manager | Sandeep Manam | Swapnil P Mayekar |
| ISIN Code | INF090I01890 | INF247L01AD9 |
| Exits Load | Data not available./365 | Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | 2.35% | -2.12% |
| 6 Month | 6.28% | 2.46% |
| 1 Year | 6.73% | -5.17% |
| 3 Year | 12.43% | 15.83% |
| 5 Year | 15.07% | 16.56% |
SIP Return Analysis
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | 4.58% | 0.97% |
| 1 Year | 17.72% | 9.88% |
| 3 Year | 13.34% | 14.53% |
| 5 Year | 13.01% | 14.52% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 12.69% | 14.47% |
| 3 Year | 12.86% | 17.89% |
| 5 Year | 12.64% | 19.84% |
Risk Management
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 11.47% | 17.83% |
| Sharp | 0.51% | 0.57% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.64% | -0.98% |
Fund Managers
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 3.91 | 6.19 |
| Large Cap | 94.71 | 81.32 |
| Mid Cap | 1.38 | 12.5 |
Sector Allocation
| Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.68 | 0.02 |
| Energy | 10.64 | 5.62 |
| Technology | 9.88 | 2.26 |
| Industrials | 7.24 | 10.82 |
| Basic Materials | 6.37 | 12.69 |
| Healthcare | 4.22 | 6.31 |
| Consumer Defensive | 6.69 | 12.04 |
| Financial Services | 36.25 | 20.17 |
| Consumer Cyclical | 10.84 | 11.2 |
| Communication Services | 4.74 | 2.3 |
| Utilities | 2.45 | 13.07 |
| Real Estate | - | 3.52 |
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