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) | ₹806 Cr | ₹102 Cr | ₹102 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | 0.94% | -1.14% | -1.14% |
| 6 Month | 5.72% | 2.87% | 2.87% |
| 1 Year | 12.38% | 2.94% | 2.94% |
| 3 Year | 13.43% | 17.07% | 17.07% |
| 5 Year | 15.76% | 17.84% | 17.84% |
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 | 3.48% | 2.29% | 2.29% |
| 1 Year | 14.95% | 12.48% | 12.48% |
| 3 Year | 13% | 16.23% | 16.23% |
| 5 Year | 12.91% | 15.57% | 15.57% |
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 | 15.32% | 9.13% | 9.13% |
| 3 Year | 15.02% | 15.41% | 15.41% |
| 5 Year | 17.76% | 13.24% | 13.24% |
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 | 11.68% | 17.74% | 17.74% |
| Sharp | 0.57% | 0.63% | 0.63% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.60% | -1.01% | -1.01% |
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 | 3.86 | 6.37 | 6.37 |
| Large Cap | 94.77 | 81.15 | 81.15 |
| Mid Cap | 1.38 | 12.48 | 12.48 |
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 | 0.62 | 0.2 | 0.2 |
| Energy | 10.65 | 5.57 | 5.57 |
| Technology | 9.89 | 2.25 | 2.25 |
| Industrials | 7.24 | 10.78 | 10.78 |
| Basic Materials | 6.37 | 12.67 | 12.67 |
| Healthcare | 4.22 | 6.26 | 6.26 |
| Consumer Defensive | 6.69 | 12.06 | 12.06 |
| Financial Services | 36.28 | 20.16 | 20.16 |
| Consumer Cyclical | 10.85 | 11.16 | 11.16 |
| Communication Services | 4.74 | 2.29 | 2.29 |
| Utilities | 2.46 | 13.05 | 13.05 |
| Real Estate | - | 3.54 | 3.54 |
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