Motilal Oswal Nifty 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Fund | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | 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) | ₹738 Cr | ₹96 Cr | ₹96 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 23 Dec 2019 | 20 Sep 2010 | 20 Sep 2010 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 10% | 47% | % |
Expense Ratio | 0.55 | 0.9 | 0.9 |
Manager | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF247L01AF4 | INF397L01174 | INF397L01174 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Month | 2.18% | 2.85% | 2.85% |
6 Month | 11.96% | 13.94% | 13.94% |
1 Year | 0.85% | -7.39% | -7.39% |
3 Year | 13.78% | 15.94% | 15.94% |
5 Year | 17.8% | 19.85% | 19.85% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
6 Month | 3.11% | 3.56% | 3.56% |
1 Year | 10.57% | 7.83% | 7.83% |
3 Year | 12.52% | 17.02% | 17.02% |
5 Year | 12.86% | 16.19% | 16.19% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Year | 17.15% | 9.67% | 9.67% |
3 Year | 15.38% | 15.23% | 15.23% |
5 Year | 19.51% | 12.98% | 12.98% |
Risk Management
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Standard Deviation | 12.12% | 17.88% | 17.88% |
Sharp | 0.45% | 0.47% | 0.47% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -0.60% | -0.95% | -0.95% |
Fund Managers
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | 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 50 Index Fund - Regular plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 3.66 | 2.77 | 2.77 |
Large Cap | 95.21 | 87.59 | 87.59 |
Mid Cap | 1.12 | 9.64 | 9.64 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.85 | 0.46 | 0.46 |
Energy | 10.34 | 4.89 | 4.89 |
Technology | 10.42 | 2.08 | 2.08 |
Industrials | 5.84 | 14.47 | 14.47 |
Basic Materials | 6.24 | 10.05 | 10.05 |
Consumer Defensive | 6.9 | 14.18 | 14.18 |
Financial Services | 36.51 | 19.5 | 19.5 |
Healthcare | 3.72 | 6.11 | 6.11 |
Consumer Cyclical | 12.07 | 11.88 | 11.88 |
Communication Services | 4.61 | 2.31 | 2.31 |
Utilities | 2.51 | 10.49 | 10.49 |
Real Estate | - | 3.56 | 3.56 |
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