HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Midcap 150 Index Fund compare

HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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HSBC NIFTY 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2817 Cr	₹364 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	1.05%	0.98%
6 Month	6.27%	5.77%
1 Year	9.38%	12.45%
3 Year	23.2%	13.51%
5 Year	24.66%	15.87%

SIP Return Analysis

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month	2.1%	3.65%
1 Year	14.4%	15.7%
3 Year	18.82%	13.57%
5 Year	20.31%	13.4%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year	24.75%	13.72%
3 Year	25.68%	15.17%
5 Year	27.6%	18.28%

Risk Management

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation	15.75%	11.65%
Sharp	0.96%	0.57%
Beta	1.00%	1.00%
Alpha	-0.93%	-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	2.53	3.68
Mid Cap	87.17	1.38
Large Cap	8.92	94.94
Small Cap	1.37	-

Sector Allocation

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	-0.1	0.44
Utilities	3.07	2.46
Industrials	18.16	7.26
Financial Services	24.73	36.34
Consumer Cyclical	13.05	10.87
Basic Materials	9.31	6.38
Technology	10.64	9.91
Consumer Defensive	4.35	6.7
Healthcare	8.45	4.23
Real Estate	3.08	-
Energy	2.4	10.67
Communication Services	2.87	4.75

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