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) | ₹2631 Cr | ₹99 Cr | ₹99 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 | 3.83% | 2.52% | 2.52% |
| 6 Month | 10.77% | 8.45% | 8.45% |
| 1 Year | 5.21% | - | - |
| 3 Year | 22.48% | 17.49% | 17.49% |
| 5 Year | 27.09% | 20.39% | 20.39% |
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 | -0.51% | 1.15% | 1.15% |
| 1 Year | 8.05% | 8.01% | 8.01% |
| 3 Year | 16.33% | 15.13% | 15.13% |
| 5 Year | 18.73% | 15.07% | 15.07% |
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 | 25.79% | 9.43% | 9.43% |
| 3 Year | 25.97% | 15.28% | 15.28% |
| 5 Year | 28.31% | 13.13% | 13.13% |
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 | 15.65% | 17.73% | 17.73% |
| Sharp | 0.91% | 0.59% | 0.59% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.92% | -1.01% | -1.01% |
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 | 2.27 | 6.64 | 6.64 |
| Mid Cap | 87.22 | 12.36 | 12.36 |
| Large Cap | 9.07 | 81 | 81 |
| Small Cap | 1.44 | - | - |
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 | -0.04 | 0.59 | 0.59 |
| Utilities | 3.18 | 12.74 | 12.74 |
| Industrials | 18.4 | 11.15 | 11.15 |
| Financial Services | 23.88 | 19.92 | 19.92 |
| Consumer Cyclical | 13.4 | 11.44 | 11.44 |
| Basic Materials | 9.56 | 12.76 | 12.76 |
| Technology | 10.39 | 2.09 | 2.09 |
| Consumer Defensive | 4.54 | 12.39 | 12.39 |
| Healthcare | 8.69 | 5.91 | 5.91 |
| Real Estate | 2.85 | 3.41 | 3.41 |
| Energy | 2.39 | 5.35 | 5.35 |
| Communication Services | 2.75 | 2.24 | 2.24 |
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