HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
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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