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) | ₹20527 Cr | ₹356 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 | 2.6% | 3.01% |
6 Month | 12.5% | 15.09% |
1 Year | -0.23% | -9.63% |
3 Year | 12.69% | 14.86% |
5 Year | 17.85% | 19.51% |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 3.16% | 3.46% |
1 Year | 10.77% | 7.6% |
3 Year | 12.71% | 17.02% |
5 Year | 13.07% | 16.11% |
Rolling Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 14.08% | 17.4% |
3 Year | 12.8% | 18.29% |
5 Year | 12.57% | 20.53% |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 12.11% | 17.93% |
Sharp | 0.46% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.42% | -0.97% |
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 | 3.12 | 2.69 |
Large Cap | 95.74 | 87.65 |
Mid Cap | 1.14 | 9.65 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.25 | 0.38 |
Energy | 10.52 | 4.87 |
Technology | 10.42 | 2.09 |
Industrials | 5.91 | 14.47 |
Basic Materials | 6.11 | 10.07 |
Consumer Defensive | 6.73 | 14.21 |
Financial Services | 37.76 | 19.56 |
Healthcare | 3.77 | 6.13 |
Consumer Cyclical | 11.29 | 11.86 |
Communication Services | 4.64 | 2.32 |
Utilities | 2.58 | 10.49 |
Real Estate | - | 3.55 |
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