Motilal Oswal Nifty 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

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Chart Comparison

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

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)	₹2631 Cr	₹755 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

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Month	0.02%	0.07%
6 Month	15.85%	10.77%
1 Year	-2.46%	0.74%
3 Year	22.59%	14.14%
5 Year	26.83%	16.6%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
6 Month	2.25%	1.53%
1 Year	14.46%	11.25%
3 Year	19.05%	12.18%
5 Year	20.29%	12.57%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Year	25.79%	16.43%
3 Year	25.97%	15.15%
5 Year	28.31%	18.11%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Standard Deviation	15.65%	11.78%
Sharp	0.91%	0.59%
Beta	1.00%	1.00%
Alpha	-0.92%	-0.60%

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

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Others	1.75	3.66
Mid Cap	90.17	1.12
Small Cap	3.03	-
Large Cap	5.05	95.21

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Others	0.09	0.85
Utilities	3.17	2.51
Industrials	19.28	5.84
Financial Services	22.15	36.51
Basic Materials	11.17	6.24
Technology	10.18	10.42
Consumer Cyclical	10.38	12.07
Healthcare	11.89	3.72
Real Estate	2.97	-
Energy	2.31	10.34
Communication Services	2.89	4.61
Consumer Defensive	3.53	6.9