HDFC Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹20409 Cr | ₹341 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 18 Jul 2002 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
Turn Over | 8.28% | 50% |
Expense Ratio | 0.36 | 1.03 |
Manager | Arun Agarwal | Swapnil P Mayekar |
ISIN Code | INF179K01KZ8 | INF247L01AD9 |
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 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 | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 3.21% | 2.59% |
6 Month | 5.79% | -0.68% |
1 Year | 6.31% | -4.47% |
3 Year | 18.15% | 22.63% |
5 Year | 20.13% | 20.84% |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 9.52% | 10.01% |
1 Year | 14.33% | 3.56% |
3 Year | 16.16% | 20.18% |
5 Year | 15.67% | 18.39% |
Rolling Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 14.24% | 19.46% |
3 Year | 12.7% | 18.01% |
5 Year | 12.53% | 18.81% |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 13.12% | 19.50% |
Sharp | 0.64% | 0.67% |
Beta | 1.00% | 1.00% |
Alpha | -0.42% | -0.99% |
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Fund Managers
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.91 | 0.29 |
Large Cap | 97.82 | 88.01 |
Mid Cap | 1.27 | 11.69 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.05 | 0.29 |
Energy | 10.97 | 2.07 |
Technology | 13.97 | 2.1 |
Industrials | 5.74 | 14.25 |
Basic Materials | 5.84 | 10.14 |
Consumer Defensive | 8 | 10.41 |
Financial Services | 34.33 | 23.82 |
Healthcare | 3.91 | 5.81 |
Consumer Cyclical | 10.32 | 12.86 |
Communication Services | 4.13 | 2.66 |
Utilities | 2.75 | 12.06 |
Real Estate | - | 3.52 |
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