Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Nifty 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Nifty 50 Index Fund-Growth

Invest Now

tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Invest Now

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 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) ₹2929 Cr ₹367 Cr ₹367 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹200 ₹200
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 0.69% 0.62% 0.62%
6 Month 3.2% 4.48% 4.48%
1 Year 5.18% 10.35% 10.35%
3 Year 24.55% 13.64% 13.64%
5 Year 23.04% 13.73% 13.73%

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 0.86% 1.84% 1.84%
1 Year 12.66% 11.64% 11.64%
3 Year 17.37% 11.79% 11.79%
5 Year 19.43% 12.08% 12.08%

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 24.12% 11.98% 11.98%
3 Year 25.48% 11.79% 11.79%
5 Year 27.26% 11.68% 11.68%

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 15.75% 12.45% 12.45%
Sharp 0.96% 0.64% 0.64%
Beta 1.00% 0.99% 0.99%
Alpha -0.93% -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 2.71 3.37 3.37
Mid Cap 86.84 1.34 1.34
Large Cap 9.12 95.29 95.29
Small Cap 1.33 - -

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 0.03 0.08 0.08
Utilities 2.85 2.32 2.32
Industrials 17.94 7.26 7.26
Financial Services 25.66 36.84 36.84
Consumer Cyclical 13.04 10.67 10.67
Basic Materials 9.12 6.15 6.15
Technology 10.55 10.22 10.22
Consumer Defensive 4.2 6.48 6.48
Healthcare 8.44 4.31 4.31
Real Estate 2.92 - -
Energy 2.27 10.88 10.88
Communication Services 3 4.8 4.8

Top Comparisons

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns20.76%

VS

360 ONE FlexiCap Fund Regular - Growth 360 ONE FlexiCap Fund Regular - Growth

3Y Returns0%

Compare Now

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns6.32%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.36%

Compare Now

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns7.75%

VS

INVESCO INDIA SHORT DURATION FUND - Growth INVESCO INDIA SHORT DURATION FUND - Growth

3Y Returns7.21%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns16.66%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns16.66%

Compare Now
Add to Cart Successfully