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) | ₹356 Cr | ₹329 Cr | ₹329 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 | 3.95% | 2.76% | 2.76% |
6 Month | 16.44% | 12.88% | 12.88% |
1 Year | -8.14% | -0.16% | -0.16% |
3 Year | 15.85% | 13.09% | 13.09% |
5 Year | 19.68% | 17.11% | 17.11% |
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 | 3.46% | 2.98% | 2.98% |
1 Year | 7.6% | 10.06% | 10.06% |
3 Year | 17.02% | 11.93% | 11.93% |
5 Year | 16.11% | 12.29% | 12.29% |
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 | 17.4% | 12.29% | 12.29% |
3 Year | 18.29% | 11.65% | 11.65% |
5 Year | 20.53% | 11.6% | 11.6% |
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 | 17.93% | 12.45% | 12.45% |
Sharp | 0.47% | 0.64% | 0.64% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -0.97% | -2.33% | -2.33% |
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 | 2.69 | 3.02 | 3.02 |
Large Cap | 87.65 | 95.86 | 95.86 |
Mid Cap | 9.65 | 1.12 | 1.12 |
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 | 0.38 | 0.18 | 0.18 |
Industrials | 14.47 | 5.87 | 5.87 |
Consumer Cyclical | 11.86 | 12.13 | 12.13 |
Healthcare | 6.13 | 3.74 | 3.74 |
Consumer Defensive | 14.21 | 6.95 | 6.95 |
Financial Services | 19.56 | 36.81 | 36.81 |
Energy | 4.87 | 10.4 | 10.4 |
Basic Materials | 10.07 | 6.27 | 6.27 |
Utilities | 10.49 | 2.53 | 2.53 |
Technology | 2.09 | 10.48 | 10.48 |
Real Estate | 3.55 | - | - |
Communication Services | 2.32 | 4.65 | 4.65 |
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