LIC MF Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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) | ₹289 Cr | ₹331 Cr | ₹331 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 23 Dec 2019 | 05 Dec 2002 | 05 Dec 2002 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI | NIFTY 50 TRI |
Turn Over | 50% | % | 40% |
Expense Ratio | 1.03 | 1.01 | 1.01 |
Manager | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF247L01AD9 | INF767K01162 | INF767K01162 |
Exits Load | Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 2.91% | 0.78% | 0.78% |
6 Month | -8.26% | -0.15% | -0.15% |
1 Year | -5.7% | 5.66% | 5.66% |
3 Year | 21.65% | 16.17% | 16.17% |
5 Year | 21.1% | 19.87% | 19.87% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 7.69% | 6.2% | 6.2% |
1 Year | -1.94% | 6.38% | 6.38% |
3 Year | 18.14% | 12.76% | 12.76% |
5 Year | 17.18% | 13.39% | 13.39% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 19.46% | 12.43% | 12.43% |
3 Year | 18.01% | 11.59% | 11.59% |
5 Year | 18.81% | 11.55% | 11.55% |
Risk Management
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 18.72% | 12.76% | 12.76% |
Sharp | 0.517% | 0.65% | 0.65% |
Beta | - | 0.99% | 0.99% |
Alpha | - | -1.01% | -1.01% |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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 Next 50 Index Fund - Regular plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 0.29 | 0.23 | 0.23 |
Large Cap | 88.01 | 98.61 | 98.61 |
Mid Cap | 11.69 | 1.13 | 1.13 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 0.29 | 0.23 | 0.23 |
Industrials | 14.25 | - | - |
Healthcare | 5.81 | - | - |
Consumer Defensive | 10.41 | - | - |
Financial Services | 23.82 | - | - |
Basic Materials | 10.14 | - | - |
Utilities | 12.06 | - | - |
Technology | 2.1 | - | - |
Energy | 2.07 | - | - |
Real Estate | 3.52 | - | - |
Consumer Cyclical | 12.86 | - | - |
Communication Services | 2.66 | - | - |
Petroleum Products | - | 8.65 | 8.65 |
IT - Software | - | 11.25 | 11.25 |
Construction | - | 3.59 | 3.59 |
Ferrous Metals | - | 1.95 | 1.95 |
Consumer Durables | - | 2.28 | 2.28 |
Diversified FMCG | - | 5.48 | 5.48 |
Non - Ferrous Metals | - | 0.82 | 0.82 |
Banks | - | 31.4 | 31.4 |
Pharmaceuticals & Biotechnology | - | 3.2 | 3.2 |
Cement & Cement Products | - | 2.18 | 2.18 |
Automobiles | - | 7.03 | 7.03 |
Insurance | - | 1.44 | 1.44 |
Agricultural Food & other Products | - | 0.69 | 0.69 |
Oil | - | 0.86 | 0.86 |
Food Products | - | 0.78 | 0.78 |
Aerospace & Defense | - | 1.02 | 1.02 |
Finance | - | 4.57 | 4.57 |
Telecom - Services | - | 4.48 | 4.48 |
Metals & Minerals Trading | - | 0.54 | 0.54 |
Healthcare Services | - | 0.63 | 0.63 |
Consumable Fuels | - | 0.8 | 0.8 |
Power | - | 2.78 | 2.78 |
Transport Infrastructure | - | 0.82 | 0.82 |
Retailing | - | 2.5 | 2.5 |
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