LIC MF Nifty 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2472 Cr | ₹333 Cr | ₹333 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 10 Sep 2019 | 05 Dec 2002 | 05 Dec 2002 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY 50 TRI | NIFTY 50 TRI |
Turn Over | 50% | % | 40% |
Expense Ratio | 1 | 1.01 | 1.01 |
Manager | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF247L01908 | INF767K01162 | INF767K01162 |
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 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -1.32% | 0.45% | 0.45% |
6 Month | 14.04% | 9.66% | 9.66% |
1 Year | -0.18% | 1.6% | 1.6% |
3 Year | 22.09% | 12.18% | 12.18% |
5 Year | 26.86% | 17.27% | 17.27% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 3.71% | 2.27% | 2.27% |
1 Year | 4.76% | 4.93% | 4.93% |
3 Year | 18.86% | 11.04% | 11.04% |
5 Year | 20.63% | 12.02% | 12.02% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 26.41% | 12.29% | 12.29% |
3 Year | 26.23% | 11.65% | 11.65% |
5 Year | 29.46% | 11.6% | 11.6% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 15.77% | 12.45% | 12.45% |
Sharp | 1.02% | 0.64% | 0.64% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -0.99% | -2.33% | -2.33% |
Fund Managers
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Name | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹9006 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 9 | 6 | 6 |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.62 | 3.38 | 3.38 |
Mid Cap | 90.43 | 1.14 | 1.14 |
Small Cap | 3.01 | - | - |
Large Cap | 4.94 | 95.48 | 95.48 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | -0.02 | 0.53 | 0.53 |
Utilities | 3.22 | 2.57 | 2.57 |
Industrials | 19.28 | 5.9 | 5.9 |
Financial Services | 22.21 | 37.68 | 37.68 |
Basic Materials | 11.18 | 6.08 | 6.08 |
Technology | 9.89 | 10.39 | 10.39 |
Consumer Cyclical | 10.16 | 11.25 | 11.25 |
Healthcare | 12.16 | 3.76 | 3.76 |
Real Estate | 2.98 | - | - |
Energy | 2.48 | 10.5 | 10.5 |
Communication Services | 3.01 | 4.63 | 4.63 |
Consumer Defensive | 3.45 | 6.71 | 6.71 |
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