HDFC Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
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) | ₹21043 Cr | ₹2460 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 | Index |
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 | -2.45% | -2% |
6 Month | 7.56% | 10.28% |
1 Year | 0.87% | -1.31% |
3 Year | 13.95% | 23.87% |
5 Year | 18.37% | 29.19% |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | 3.39% | 7.93% |
1 Year | 6.1% | 10.17% |
3 Year | 13.13% | 22.05% |
5 Year | 13.87% | 22.78% |
Rolling Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 14.24% | 27.45% |
3 Year | 12.7% | 26.11% |
5 Year | 12.53% | 27.95% |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 12.68% | 16.47% |
Sharp | 0.87% | 1.26% |
Beta | 1.00% | 1.00% |
Alpha | -0.43% | -0.99% |
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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 |
Funds Managed | 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 | 3.26 | 1.75 |
Large Cap | 95.62 | 5.02 |
Mid Cap | 1.13 | 90.34 |
Small Cap | - | 2.89 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.26 | 0 |
Energy | 10.94 | 2.49 |
Technology | 11.18 | 9.79 |
Industrials | 5.94 | 19.33 |
Basic Materials | 5.93 | 11.12 |
Consumer Defensive | 6.48 | 3.34 |
Financial Services | 37.31 | 22.97 |
Healthcare | 3.59 | 11.33 |
Consumer Cyclical | 11.1 | 9.98 |
Communication Services | 4.72 | 3.19 |
Utilities | 2.54 | 3.33 |
Real Estate | - | 3.14 |
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