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HSBC NIFTY NEXT 50 INDEX FUND vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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tortoise-icon HSBC NIFTY NEXT 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 Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2460 Cr ₹138 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 Next 50 TRI
Turn Over 50% 54%
Expense Ratio 1 0.8
Manager Swapnil P Mayekar Praveen Ayathan
ISIN Code INF247L01908 INF917K01D95
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 Next 50 Index Fund - 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 NEXT 50 INDEX FUND - Regular Growth
1 Month -2% -2.21%
6 Month 10.28% 8.33%
1 Year -1.31% -9.41%
3 Year 23.87% 17.65%
5 Year 29.19% 20.1%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 7.93% 4.57%
1 Year 10.17% -0.29%
3 Year 22.05% 17.47%
5 Year 22.78% 16.84%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 27.45% 18.64%
3 Year 26.11% 18.49%
5 Year 27.95% 22.58%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 16.47% 18.95%
Sharp 1.26% 0.85%
Beta 1.00% 1.00%
Alpha -0.99% -1.10%

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Fund Managers

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 1.75 2.62
Mid Cap 90.34 9.66
Small Cap 2.89 -
Large Cap 5.02 87.72

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0 0.2
Utilities 3.33 10.76
Industrials 19.33 14.79
Financial Services 22.97 20.89
Basic Materials 11.12 10.02
Technology 9.79 2.06
Consumer Cyclical 9.98 10.74
Healthcare 11.33 6.15
Real Estate 3.14 3.87
Energy 2.49 4.99
Communication Services 3.19 2.42
Consumer Defensive 3.34 13.1

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