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) | ₹396 Cr | ₹367 Cr | ₹367 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | -0.77% | -1.08% | -1.08% |
| 6 Month | -0.5% | 1.61% | 1.61% |
| 1 Year | 0.72% | 9.88% | 9.88% |
| 3 Year | 17.31% | 12.73% | 12.73% |
| 5 Year | 15.82% | 13.17% | 13.17% |
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 | 1.57% | 3.28% | 3.28% |
| 1 Year | 10.31% | 13.1% | 13.1% |
| 3 Year | 14.45% | 11.86% | 11.86% |
| 5 Year | 14.72% | 12.15% | 12.15% |
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 | 13.87% | 11.98% | 11.98% |
| 3 Year | 17.84% | 11.79% | 11.79% |
| 5 Year | 19.75% | 11.68% | 11.68% |
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 | 17.83% | 12.45% | 12.45% |
| Sharp | 0.57% | 0.64% | 0.64% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.98% | -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 | 6.02 | 3.37 | 3.37 |
| Large Cap | 81.39 | 95.29 | 95.29 |
| Mid Cap | 12.59 | 1.34 | 1.34 |
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 | 0.06 | 0.08 | 0.08 |
| Industrials | 10.62 | 7.26 | 7.26 |
| Healthcare | 6.26 | 4.31 | 4.31 |
| Financial Services | 20.2 | 36.84 | 36.84 |
| Energy | 5.63 | 10.88 | 10.88 |
| Consumer Cyclical | 11.44 | 10.67 | 10.67 |
| Basic Materials | 12.85 | 6.15 | 6.15 |
| Consumer Defensive | 12.21 | 6.48 | 6.48 |
| Utilities | 12.63 | 2.32 | 2.32 |
| Technology | 2.45 | 10.22 | 10.22 |
| Real Estate | 3.41 | - | - |
| Communication Services | 2.24 | 4.8 | 4.8 |
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