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

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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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 Next 50 Index Fund - Regular plan - Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Fund Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹375 Cr ₹344 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 23 Dec 2019 16 Apr 2020
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 50% 8%
Expense Ratio 1.03 0.45
Manager Swapnil P Mayekar Praveen Ayathan
ISIN Code INF247L01AD9 INF917K01D38
Exits Load Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month 1.29% 1.2%
6 Month 13.24% 13.6%
1 Year -8.72% 1.91%
3 Year 17.21% 14.32%
5 Year 19.79% 16.94%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month 2.29% 1.56%
1 Year 10.25% 11.35%
3 Year 16.33% 12.28%
5 Year 15.64% 12.66%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year 16.29% 14.71%
3 Year 18.05% 15.33%
5 Year 19.93% 19.59%

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation 17.77% 11.75%
Sharp 0.59% 0.59%
Beta 1.00% 1.00%
Alpha -0.97% -0.50%

Fund Managers

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 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 Next 50 Index Fund - Regular plan - Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others 2.69 3.04
Large Cap 87.65 95.82
Mid Cap 9.65 1.13

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others 0.38 0.21
Industrials 14.47 5.88
Consumer Cyclical 11.86 12.15
Healthcare 6.13 3.74
Consumer Defensive 14.21 6.94
Financial Services 19.56 36.74
Energy 4.87 10.4
Basic Materials 10.07 6.28
Utilities 10.49 2.52
Technology 2.09 10.49
Real Estate 3.55 -
Communication Services 2.32 4.64

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