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LIC MF Nifty 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 LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-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 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 -2.06% -0.44% -0.44%
6 Month 2.36% 4.17% 4.17%
1 Year 0.91% 6.86% 6.86%
3 Year 21.5% 12.19% 12.19%
5 Year 22.34% 13.43% 13.43%

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 1.95% 3.39% 3.39%
1 Year 17% 15.49% 15.49%
3 Year 17.89% 12.28% 12.28%
5 Year 19.36% 12.17% 12.17%

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

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