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) | ₹396 Cr | ₹373 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 | -1.72% | 0.45% |
| 6 Month | 2.55% | 5.79% |
| 1 Year | -5.92% | 5.89% |
| 3 Year | 16.05% | 12.96% |
| 5 Year | 16.16% | 14.63% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 0.14% | 3.6% |
| 1 Year | 10.34% | 16.29% |
| 3 Year | 14.33% | 13.01% |
| 5 Year | 14.36% | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 14.47% | 13.29% |
| 3 Year | 17.89% | 15.1% |
| 5 Year | 19.84% | 17.98% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.83% | 11.53% |
| Sharp | 0.57% | 0.52% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.98% | -0.48% |
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 | 6.02 | 3.68 |
| Large Cap | 81.39 | 94.94 |
| Mid Cap | 12.59 | 1.38 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.06 | 0.44 |
| Industrials | 10.62 | 7.26 |
| Healthcare | 6.26 | 4.23 |
| Financial Services | 20.2 | 36.34 |
| Energy | 5.63 | 10.67 |
| Consumer Cyclical | 11.44 | 10.87 |
| Basic Materials | 12.85 | 6.38 |
| Consumer Defensive | 12.21 | 6.7 |
| Utilities | 12.63 | 2.46 |
| Technology | 2.45 | 9.91 |
| Real Estate | 3.41 | - |
| Communication Services | 2.24 | 4.75 |
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