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) ₹1758 Cr ₹316 Cr ₹316 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 02 Sep 2019 28 Nov 2002 28 Nov 2002
Category Index Fund Index Fund Index Fund
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 Exit load of 1%, if redeemed within 15 days./365 Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 0.25%, if redeemed within 7 days./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 1.85% 5.01% 5.01%
6 Month 22.86% 15.55% 15.55%
1 Year 50.1% 26.45% 26.45%
3 Year 27.41% 13.68% 13.68%
5 Year - 17.98% 17.98%

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 Year 21.12% 10.98% 10.98%
3 Year 55.88% 26.24% 26.24%
5 Year 109.83% 53.73% 53.73%

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 32.44% 18.31% 18.31%
3 Year 81.34% 43.06% 43.06%
5 Year 119.08% 59.5% 59.5%

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 14.7% 12.45% 12.45%
Sharp 1.26% 0.64% 0.64%
Beta 1.03% 0.99% 0.99%
Alpha -1.23% -2.33% -2.33%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 1.08 1.33 1.33
Mid Cap 77.04 0.66 0.66
Large Cap 1.79 97.98 97.98
Small Cap 4.99 - -

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 -0.11 0.49 0.49
Energy 5.85 14.48 14.48
Materials 4.01 4.42 4.42
Services 5.84 1.96 1.96
Financial 13.17 32.76 32.76
Technology 4.69 11.97 11.97
Healthcare 7.86 4.19 4.19
Capital Goods 12.09 - -
Automobile 7.41 7.99 7.99
Chemicals 5.67 - -
Construction 4.24 4.36 4.36
Metals & Mining 5.95 3.24 3.24
Communication 2.99 3.58 3.58
Consumer Discretionary 1.35 1.35 1.35
Consumer Staples 2.03 7.98 7.98
Diversified 0.32 - -
Insurance 0.56 1.2 1.2
Textiles 0.98 - -

Top Comparisons

HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth

3Y Returns8.44%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns8.02%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns24.17%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns27.67%

VS

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns15.94%

Compare Now

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.18%

VS

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns5.81%

Compare Now
Request call back
Add to Cart Successfully