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) | ₹1982 Cr | ₹598 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 | 7.19% | 7.16% |
6 Month | -6.56% | -0.59% |
1 Year | 7.05% | 10.01% |
3 Year | 22.55% | 14.43% |
5 Year | 31.19% | 21.52% |
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 | 0.19% | 2.94% |
1 Year | -7.95% | 1.31% |
3 Year | 18.18% | 12.16% |
5 Year | 21% | 13.41% |
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 | 29.32% | 19.65% |
3 Year | 26.61% | 15.59% |
5 Year | 27.4% | 14.77% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 16.194% | 12.733% |
Sharp | 0.828% | 0.422% |
Beta | - | - |
Alpha | - | - |
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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 | 0.33 | 0.91 |
Mid Cap | 87.61 | 1.28 |
Large Cap | 5.92 | 97.82 |
Small Cap | 6.14 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.33 | 0.04 |
Utilities | 1.96 | 2.63 |
Industrials | 18.5 | 5.44 |
Financial Services | 20.17 | 36.52 |
Basic Materials | 11.22 | 6.02 |
Technology | 9.96 | 13.14 |
Healthcare | 11.46 | 3.82 |
Consumer Cyclical | 13.23 | 9.6 |
Real Estate | 3.28 | - |
Energy | 2.43 | 10.93 |
Communication Services | 3.13 | 4.25 |
Consumer Defensive | 4.35 | 7.63 |
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