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HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2472 Cr | ₹346 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Sep 2019 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY 50 TRI |
| Turn Over | 50% | 8% |
| Expense Ratio | 1 | 0.45 |
| Manager | Swapnil P Mayekar | Praveen Ayathan |
| ISIN Code | INF247L01908 | INF917K01D38 |
| Exits Load | 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 | HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -3.43% | -1.56% |
| 6 Month | 14.45% | 8.02% |
| 1 Year | 0.15% | 2.8% |
| 3 Year | 21.31% | 12.34% |
| 5 Year | 27.03% | 17.81% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 3.71% | 2.41% |
| 1 Year | 4.76% | 5.48% |
| 3 Year | 18.86% | 11.72% |
| 5 Year | 20.63% | 12.68% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 26.41% | 15.7% |
| 3 Year | 26.23% | 15.56% |
| 5 Year | 29.46% | 20.58% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 15.77% | 12.11% |
| Sharp | 1.02% | 0.59% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.99% | -0.51% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Praveen Ayathan |
| Total AUM | ₹9006 Cr | ₹3762 Cr |
| Funds Managed | 9 | 5 |
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 1.62 | 3.07 |
| Mid Cap | 90.43 | 1.14 |
| Small Cap | 3.01 | - |
| Large Cap | 4.94 | 95.79 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.02 | 0.2 |
| Utilities | 3.22 | 2.58 |
| Industrials | 19.28 | 5.92 |
| Financial Services | 22.21 | 37.79 |
| Basic Materials | 11.18 | 6.11 |
| Technology | 9.89 | 10.43 |
| Consumer Cyclical | 10.16 | 11.29 |
| Healthcare | 12.16 | 3.77 |
| Real Estate | 2.98 | - |
| Energy | 2.48 | 10.53 |
| Communication Services | 3.01 | 4.64 |
| Consumer Defensive | 3.45 | 6.74 |
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