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Motilal Oswal Nifty 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2929 Cr | ₹840 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY 50 TRI |
| Turn Over | 50% | 10% |
| Expense Ratio | 1 | 0.55 |
| Manager | Swapnil P Mayekar | Swapnil P Mayekar |
| ISIN Code | INF247L01908 | INF247L01AF4 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | -0.91% | 1.83% |
| 6 Month | 0.54% | 4.28% |
| 1 Year | 0.41% | 5.92% |
| 3 Year | 20.85% | 12.37% |
| 5 Year | 22.66% | 14.75% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | 2.99% | 4.55% |
| 1 Year | 17.12% | 17.73% |
| 3 Year | 18.08% | 13.36% |
| 5 Year | 19.52% | 13.08% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 24.48% | 14.93% |
| 3 Year | 25.54% | 14.98% |
| 5 Year | 27.39% | 17.63% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 15.75% | 11.56% |
| Sharp | 0.96% | 0.51% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -0.59% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Swapnil P Mayekar |
| Total AUM | ₹9006 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 2.71 | 3.38 |
| Mid Cap | 86.84 | 1.34 |
| Large Cap | 9.12 | 95.27 |
| Small Cap | 1.33 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.03 | 0.08 |
| Utilities | 2.85 | 2.32 |
| Industrials | 17.94 | 7.25 |
| Financial Services | 25.66 | 36.81 |
| Consumer Cyclical | 13.04 | 10.69 |
| Basic Materials | 9.12 | 6.16 |
| Technology | 10.55 | 10.22 |
| Consumer Defensive | 4.2 | 6.48 |
| Healthcare | 8.44 | 4.32 |
| Real Estate | 2.92 | - |
| Energy | 2.27 | 10.88 |
| Communication Services | 3 | 4.79 |
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