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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) | ₹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 | 1.29% | 1.29% |
| 6 Month | 5% | 5.92% |
| 1 Year | 5.41% | 8.07% |
| 3 Year | 21.59% | 12.41% |
| 5 Year | 23.64% | 15.41% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 4.2% | 4.62% |
| 1 Year | 18.94% | 17.56% |
| 3 Year | 19.39% | 13.74% |
| 5 Year | 20.52% | 13.47% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 24.59% | 13.36% |
| 3 Year | 25.55% | 15.11% |
| 5 Year | 27.44% | 18.11% |
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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