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) ₹1894 Cr ₹130 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 Fund Index Fund
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 -7.23% -9.95%
6 Month -6.1% -12.16%
1 Year 15.54% 19.49%
3 Year 18.36% 13.83%
5 Year 24.67% -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 3.3% -4.58%
3 Year 24.88% 20.26%
5 Year 26.51% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 30.5% 22.34%
3 Year 26.95% 19.05%
5 Year 29.91% -

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 14.7% 16.7%
Sharp 1.26% 0.92%
Beta 1.03% 1.15%
Alpha -1.23% 3.38%

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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
Fund Manage 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 1.08 0.1
Mid Cap 77.04 8.5
Large Cap 1.79 91.4
Small Cap 4.99 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others -0.11 0.1
Energy 5.85 -
Materials 4.01 -
Services 5.84 -
Financial 13.17 -
Technology 4.69 -
Healthcare 7.86 -
Capital Goods 12.09 -
Automobile 7.41 -
Chemicals 5.67 -
Construction 4.24 -
Metals & Mining 5.95 -
Communication 2.99 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 -
Diversified 0.32 -
Insurance 0.56 4.06
Textiles 0.98 -
Electrical Equipment - 7.31
Pharmaceuticals & Biotechnology - 7.06
Personal Products - 4.13
Finance - 12.3
Banks - 6.19
Aerospace & Defense - 4.51
Cement & Cement Products - 3.56
Power - 6.03
Gas - 3.14
Consumer Durables - 2.3
Retailing - 6.25
Beverages - 3.32
Diversified Metals - 4.08
IT - Software - 3.02
Petroleum Products - 2.75
Realty - 3.23
Chemicals & Petrochemicals - 2.49
Auto Components - 4.01
Leisure Services - 1.3
Automobiles - 3.03
Transport Services - 4.01
Ferrous Metals - 1.82

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