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

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Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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LIC MF Nifty 50 Index Fund-Growth

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LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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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)	₹2631 Cr	₹330 Cr	₹330 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

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	1.59%	2.87%	2.87%
6 Month	8.25%	6.74%	6.74%
1 Year	4.19%	5.94%	5.94%
3 Year	22.92%	13.6%	13.6%
5 Year	26.63%	16.65%	16.65%

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	2.23%	3.28%	3.28%
1 Year	14.29%	14.21%	14.21%
3 Year	19.42%	12.85%	12.85%
5 Year	20.66%	12.81%	12.81%

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	25.79%	12.17%	12.17%
3 Year	25.97%	11.7%	11.7%
5 Year	28.31%	11.63%	11.63%

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	15.65%	12.45%	12.45%
Sharp	0.91%	0.64%	0.64%
Beta	1.00%	0.99%	0.99%
Alpha	-0.92%	-2.33%	-2.33%

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

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	2.27	3.32	3.32
Mid Cap	87.22	1.38	1.38
Large Cap	9.07	95.3	95.3
Small Cap	1.44	-	-

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	-0.04	0.22	0.22
Utilities	3.18	2.54	2.54
Industrials	18.4	7.05	7.05
Financial Services	23.88	36.44	36.44
Consumer Cyclical	13.4	11.64	11.64
Basic Materials	9.56	6.26	6.26
Technology	10.39	9.89	9.89
Consumer Defensive	4.54	6.79	6.79
Healthcare	8.69	4.28	4.28
Real Estate	2.85	-	-
Energy	2.39	10.37	10.37
Communication Services	2.75	4.53	4.53