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

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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tortoise-icon 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) ₹2502 Cr ₹344 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 3.02% 1.77%
6 Month 20.86% 12.57%
1 Year -2.74% -0.39%
3 Year 20.46% 12.63%
5 Year 25.97% 17.52%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month 4.07% 3.15%
1 Year 12.93% 10.66%
3 Year 19.94% 12.62%
5 Year 20.97% 12.96%

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 15.80% 12.09%
Sharp 0.83% 0.45%
Beta 1.00% 1.00%
Alpha -0.98% -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 1.75 3.07
Mid Cap 90.17 1.14
Small Cap 3.03 -
Large Cap 5.05 95.79

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others 0.09 0.2
Utilities 3.17 2.58
Industrials 19.28 5.92
Financial Services 22.15 37.79
Basic Materials 11.17 6.11
Technology 10.18 10.43
Consumer Cyclical 10.38 11.29
Healthcare 11.89 3.77
Real Estate 2.97 -
Energy 2.31 10.53
Communication Services 2.89 4.64
Consumer Defensive 3.53 6.74

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