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) | ₹1982 Cr | ₹314 Cr | ₹314 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 | 3.86% | 3.37% | 3.37% |
6 Month | -5.2% | -0.2% | -0.2% |
1 Year | 4.84% | 7.8% | 7.8% |
3 Year | 20.67% | 12.55% | 12.55% |
5 Year | 30.31% | 19.72% | 19.72% |
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 | 0.4% | 2.84% | 2.84% |
1 Year | -6.9% | 0.39% | 0.39% |
3 Year | 20.14% | 12.45% | 12.45% |
5 Year | 22.41% | 13.74% | 13.74% |
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 | 29.32% | 12.79% | 12.79% |
3 Year | 26.61% | 11.61% | 11.61% |
5 Year | 27.4% | 11.49% | 11.49% |
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 | 16.194% | 12.45% | 12.45% |
Sharp | 0.828% | 0.64% | 0.64% |
Beta | - | 0.99% | 0.99% |
Alpha | - | -2.33% | -2.33% |
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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 | 0.33 | 0.97 | 0.97 |
Mid Cap | 87.61 | 1.27 | 1.27 |
Large Cap | 5.92 | 97.76 | 97.76 |
Small Cap | 6.14 | - | - |
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 | 0.33 | 0.11 | 0.11 |
Utilities | 1.96 | 2.62 | 2.62 |
Industrials | 18.5 | 5.42 | 5.42 |
Financial Services | 20.17 | 36.51 | 36.51 |
Basic Materials | 11.22 | 6 | 6 |
Technology | 9.96 | 13.15 | 13.15 |
Healthcare | 11.46 | 3.8 | 3.8 |
Consumer Cyclical | 13.23 | 9.59 | 9.59 |
Real Estate | 3.28 | - | - |
Energy | 2.43 | 10.91 | 10.91 |
Communication Services | 3.13 | 4.24 | 4.24 |
Consumer Defensive | 4.35 | 7.63 | 7.63 |
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