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

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

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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)	₹356 Cr	₹346 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

Scheme Name	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month	-0.55%	0.17%
6 Month	12.45%	10.66%
1 Year	-8.4%	2.01%
3 Year	16%	12.87%
5 Year	19.04%	17.84%

Scheme Name	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month	2.28%	2.41%
1 Year	-1.39%	5.48%
3 Year	15.54%	11.72%
5 Year	15.52%	12.68%

Scheme Name	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year	17.4%	15.7%
3 Year	18.29%	15.56%
5 Year	20.53%	20.58%

Scheme Name	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation	18.12%	12.11%
Sharp	0.63%	0.59%
Beta	1.00%	1.00%
Alpha	-0.97%	-0.51%

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

Scheme Name	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	2.44	3.07
Large Cap	87.9	95.79
Mid Cap	9.67	1.14

Scheme Name	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	0.11	0.2
Industrials	14.57	5.92
Consumer Cyclical	10.99	11.29
Healthcare	6.34	3.77
Consumer Defensive	13.89	6.74
Financial Services	20.29	37.79
Energy	5.1	10.53
Basic Materials	10	6.11
Utilities	10.69	2.58
Technology	2.04	10.43
Real Estate	3.66	-
Communication Services	2.33	4.64