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) | ₹2460 Cr | ₹354 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 | 2.54% | 1.23% |
6 Month | 8.82% | 8.71% |
1 Year | 2.19% | 2.72% |
3 Year | 27.04% | 16.76% |
5 Year | 29.92% | 18.82% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 10.95% | 6.54% |
1 Year | 12.48% | 10.18% |
3 Year | 22.57% | 13.97% |
5 Year | 23.07% | 14.23% |
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 | 16.47% | 12.66% |
Sharp | 1.26% | 0.87% |
Beta | 1.00% | 1.00% |
Alpha | -0.99% | -0.51% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.26 |
Mid Cap | 90.34 | 1.13 |
Small Cap | 2.89 | - |
Large Cap | 5.02 | 95.61 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0 | 0.26 |
Utilities | 3.33 | 2.54 |
Industrials | 19.33 | 5.94 |
Financial Services | 22.97 | 37.31 |
Basic Materials | 11.12 | 5.93 |
Technology | 9.79 | 11.18 |
Consumer Cyclical | 9.98 | 11.1 |
Healthcare | 11.33 | 3.59 |
Real Estate | 3.14 | - |
Energy | 2.49 | 10.94 |
Communication Services | 3.19 | 4.72 |
Consumer Defensive | 3.34 | 6.48 |
Top Comparisons
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns28.29%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns20.29%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns23.29%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns23.84%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns20.51%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns20.17%