Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Invest Now

tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹840 Cr ₹142 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 23 Dec 2019 16 Apr 2020
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Next 50 TRI
Turn Over 10% 54%
Expense Ratio 0.55 0.8
Manager Swapnil P Mayekar Praveen Ayathan
ISIN Code INF247L01AF4 INF917K01D95
Exits Load Data not available./365 HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month -1.03% -0.74%
6 Month 1.91% -0.38%
1 Year 10.46% 0.8%
3 Year 13.37% 17.31%
5 Year 13.75% 15.88%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 3.46% 1.62%
1 Year 13.77% 10.5%
3 Year 12.49% 14.45%
5 Year 12.73% 14.7%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 14.68% 11.45%
3 Year 14.95% 18.24%
5 Year 17.58% 20.19%

Risk Management

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 11.56% 17.85%
Sharp 0.51% 0.57%
Beta 1.00% 1.00%
Alpha -0.59% -1.00%

Fund Managers

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name Swapnil P Mayekar Praveen Ayathan
Total AUM ₹9006 Cr ₹3762 Cr
Funds Managed 9 5
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 3.38 6.02
Large Cap 95.27 81.38
Mid Cap 1.34 12.6

Sector Allocation

Scheme Name

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.08 0.06
Energy 10.88 5.63
Technology 10.22 2.45
Industrials 7.25 10.62
Basic Materials 6.16 12.86
Healthcare 4.32 6.26
Consumer Defensive 6.48 12.21
Financial Services 36.81 20.2
Consumer Cyclical 10.69 11.44
Communication Services 4.79 2.24
Utilities 2.32 12.63
Real Estate - 3.41

Top Comparisons

Kotak US Specific Equity Passive FOF - Regular Plan - Growth Kotak US Specific Equity Passive FOF - Regular Plan - Growth

3Y Returns36.61%

VS

Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns34.79%

Compare Now

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns14.77%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns17.58%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns21.38%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns19.35%

Compare Now

PGIM India Large Cap Fund - Growth PGIM India Large Cap Fund - Growth

3Y Returns11.74%

VS

DSP Large Cap Fund - Regular Plan - Growth DSP Large Cap Fund - Regular Plan - Growth

3Y Returns17.94%

Compare Now
Add to Cart Successfully