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 | ₹314 Cr | ₹314 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 | 2.24% | 2.85% | 2.85% |
6 Month | 0.17% | 6.05% | 6.05% |
1 Year | -2.2% | 10.13% | 10.13% |
3 Year | 19.76% | 15.16% | 15.16% |
5 Year | 22.84% | 22.12% | 22.12% |
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 | 5.1% | 7.02% | 7.02% |
1 Year | -3.7% | 9.06% | 9.06% |
3 Year | 19.45% | 14.47% | 14.47% |
5 Year | 17.95% | 14.51% | 14.51% |
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 | 22.58% | 12.79% | 12.79% |
3 Year | 18.3% | 11.61% | 11.61% |
5 Year | 17.02% | 11.49% | 11.49% |
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% | 12.45% | 12.45% |
Sharp | 0.517% | 0.64% | 0.64% |
Beta | - | 0.99% | 0.99% |
Alpha | - | -2.33% | -2.33% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.15 | 0.15 |
Large Cap | 88.01 | 98.83 | 98.83 |
Mid Cap | 11.69 | 1.01 | 1.01 |
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 | 0.15 | 0.15 |
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 | - | 8.14 | 8.14 |
IT - Software | - | 11.93 | 11.93 |
Construction | - | 3.86 | 3.86 |
Ferrous Metals | - | 2.16 | 2.16 |
Consumer Durables | - | 2.2 | 2.2 |
Diversified FMCG | - | 5.46 | 5.46 |
Non - Ferrous Metals | - | 0.94 | 0.94 |
Banks | - | 31.19 | 31.19 |
Pharmaceuticals & Biotechnology | - | 3.15 | 3.15 |
Cement & Cement Products | - | 2.14 | 2.14 |
Automobiles | - | 6.93 | 6.93 |
Insurance | - | 1.33 | 1.33 |
Agricultural Food & other Products | - | 0.61 | 0.61 |
Oil | - | 0.9 | 0.9 |
Food Products | - | 0.76 | 0.76 |
Aerospace & Defense | - | 1.01 | 1.01 |
Finance | - | 4.71 | 4.71 |
Telecom - Services | - | 4.37 | 4.37 |
Metals & Minerals Trading | - | 0.56 | 0.56 |
Healthcare Services | - | 0.61 | 0.61 |
Consumable Fuels | - | 0.85 | 0.85 |
Power | - | 2.85 | 2.85 |
Transport Infrastructure | - | 0.83 | 0.83 |
Retailing | - | 2.35 | 2.35 |
Top Comparisons
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns19.09%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns25.94%
Kotak Medium Term Fund - Growth
3Y Returns7.74%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.79%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns26.12%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.42%
Axis Credit Risk Fund - Regular Plan - Growth
3Y Returns7.68%