HDFC Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Fund HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹18105 Cr ₹1894 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 18 Jul 2002 10 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Midcap 150 Total Return Index
Turn Over 8.28% 50%
Expense Ratio 0.36 1
Manager Arun Agarwal Swapnil P Mayekar
ISIN Code INF179K01KZ8 INF247L01908
Exits Load HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./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 HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Month -1.2% -6.68%
6 Month -1.25% -3.81%
1 Year 9.73% 11.48%
3 Year 11.41% 20.02%
5 Year 15.12% 24.26%

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month - -
1 Year 1.2% 10.1%
3 Year 13.44% 27.79%
5 Year 15.84% 28.25%

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year 14.52% 30.5%
3 Year 12.79% 26.95%
5 Year 12.41% 29.91%

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation 12.46% 14.7%
Sharp 0.68% 1.26%
Beta 0.99% 1.03%
Alpha -1.8% -1.23%

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Fund Managers

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Name Arun Agarwal Swapnil P Mayekar
Total AUM ₹110478 Cr ₹9006 Cr
Fund Manage 14 9
HDFC Nifty 50 Index Fund - Growth Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Market Cap

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others -0.06 -0.02
Large Cap 98.76 6.16
Mid Cap 1.3 87.51
Small Cap - 6.4

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others -0.06 -0.02
Petroleum Products 8.3 1.23
IT - Software 14.06 7.08
Construction 4 1.03
Ferrous Metals 1.9 1.59
Consumer Durables 2.24 4.55
Diversified FMCG 6.19 -
Non - Ferrous Metals 0.83 0.39
Banks 30.03 6.34
Pharmaceuticals & Biotechnology 3.51 7.13
Cement & Cement Products 2.09 1.38
Automobiles 7.38 -
Insurance 1.21 1.68
Agricultural Food & other Products 0.56 1.7
Oil 0.87 0.69
Food Products 1.26 -
Aerospace & Defense 0.99 0.3
Finance 3.37 5.53
Telecom - Services 4.01 2.74
Metals & Minerals Trading 0.59 -
Healthcare Services 0.7 4.26
Consumable Fuels 0.82 -
Power 2.81 1.29
Transport Infrastructure 0.85 1.07
Retailing 1.49 0.98
Industrial Products - 7.19
IT - Services - 0.78
Electrical Equipment - 4.42
Agricultural, Commercial & Construction Vehicles - 1.24
Leisure Services - 3.06
Auto Components - 7.41
Chemicals & Petrochemicals - 3.5
Realty - 3.74
Transport Services - 1.15
Capital Markets - 3.72
Fertilizers & Agrochemicals - 2.65
Personal Products - 1.8
Gas - 1.44
Diversified - 0.47
Industrial Manufacturing - 1.05
Financial Technology (Fintech) - 3.05
Entertainment - 0.17
Minerals & Mining - 0.67
Beverages - 0.45
Textiles & Apparels - 1.15

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