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) | ₹2312 Cr | ₹340 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 | 3.27% | 3.21% |
6 Month | 2% | 5.72% |
1 Year | 4.55% | 6.2% |
3 Year | 29.1% | 18.04% |
5 Year | 30.26% | 19.93% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 12.95% | 9.5% |
1 Year | 14.02% | 14.21% |
3 Year | 24.52% | 16.05% |
5 Year | 24.31% | 15.55% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 27.45% | 17.23% |
3 Year | 26.11% | 15.47% |
5 Year | 27.95% | 22.1% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 17.00% | 13.10% |
Sharp | 1.05% | 0.64% |
Beta | 1.00% | 1.00% |
Alpha | -0.96% | -0.50% |
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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 | 0.33 | 0.91 |
Mid Cap | 87.61 | 1.27 |
Large Cap | 5.92 | 97.82 |
Small Cap | 6.14 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.33 | 0.05 |
Utilities | 1.96 | 2.75 |
Industrials | 18.5 | 5.74 |
Financial Services | 20.17 | 34.33 |
Basic Materials | 11.22 | 5.84 |
Technology | 9.96 | 13.97 |
Healthcare | 11.46 | 3.91 |
Consumer Cyclical | 13.23 | 10.32 |
Real Estate | 3.28 | - |
Energy | 2.43 | 10.97 |
Communication Services | 3.13 | 4.13 |
Consumer Defensive | 4.35 | 8 |
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