LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Average | Very High |
Asset Size (Cr) | ₹2502 Cr | ₹96 Cr | ₹96 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 10 Sep 2019 | 20 Sep 2010 | 20 Sep 2010 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 50% | 47% | % |
Expense Ratio | 1 | 0.9 | 0.9 |
Manager | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF247L01908 | INF397L01174 | INF397L01174 |
Exits Load | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Month | 3.02% | 3.15% | 3.15% |
6 Month | 20.86% | 16.54% | 16.54% |
1 Year | -2.74% | -8.96% | -8.96% |
3 Year | 20.46% | 14.44% | 14.44% |
5 Year | 25.97% | 19.64% | 19.64% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
6 Month | 4.07% | 3.56% | 3.56% |
1 Year | 12.93% | 7.83% | 7.83% |
3 Year | 19.94% | 17.02% | 17.02% |
5 Year | 20.97% | 16.19% | 16.19% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Year | 26.41% | 9.67% | 9.67% |
3 Year | 26.23% | 15.23% | 15.23% |
5 Year | 29.46% | 12.98% | 12.98% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Standard Deviation | 15.80% | 17.88% | 17.88% |
Sharp | 0.83% | 0.47% | 0.47% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -0.98% | -0.95% | -0.95% |
Fund Managers
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular 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 Midcap 150 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 1.75 | 2.57 | 2.57 |
Mid Cap | 90.17 | 9.64 | 9.64 |
Small Cap | 3.03 | - | - |
Large Cap | 5.05 | 87.79 | 87.79 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.09 | 0.25 | 0.25 |
Utilities | 3.17 | 10.7 | 10.7 |
Industrials | 19.28 | 14.57 | 14.57 |
Financial Services | 22.15 | 20.26 | 20.26 |
Basic Materials | 11.17 | 10 | 10 |
Technology | 10.18 | 2.04 | 2.04 |
Consumer Cyclical | 10.38 | 10.94 | 10.94 |
Healthcare | 11.89 | 6.33 | 6.33 |
Real Estate | 2.97 | 3.63 | 3.63 |
Energy | 2.31 | 5.09 | 5.09 |
Communication Services | 2.89 | 2.32 | 2.32 |
Consumer Defensive | 3.53 | 13.87 | 13.87 |
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