Motilal Oswal Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹289 Cr | ₹598 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Dec 2019 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 50% | 10% |
Expense Ratio | 1.03 | 0.55 |
Manager | Swapnil P Mayekar | Swapnil P Mayekar |
ISIN Code | INF247L01AD9 | INF247L01AF4 |
Exits Load | Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 2.91% | 0.82% |
6 Month | -8.26% | 0.07% |
1 Year | -5.7% | 6.18% |
3 Year | 21.65% | 16.77% |
5 Year | 21.1% | 20.46% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 7.69% | 6.33% |
1 Year | -1.94% | 6.86% |
3 Year | 18.14% | 13.35% |
5 Year | 17.18% | 13.96% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 19.46% | 18.57% |
3 Year | 18.01% | 15.21% |
5 Year | 18.81% | 15.84% |
Risk Management
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 18.72% | 12.733% |
Sharp | 0.517% | 0.422% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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 Next 50 Index Fund - Regular plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.29 | 0.91 |
Large Cap | 88.01 | 97.82 |
Mid Cap | 11.69 | 1.28 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.29 | 0.04 |
Industrials | 14.25 | 5.44 |
Healthcare | 5.81 | 3.82 |
Consumer Defensive | 10.41 | 7.63 |
Financial Services | 23.82 | 36.52 |
Basic Materials | 10.14 | 6.02 |
Utilities | 12.06 | 2.63 |
Technology | 2.1 | 13.14 |
Energy | 2.07 | 10.93 |
Real Estate | 3.52 | - |
Consumer Cyclical | 12.86 | 9.6 |
Communication Services | 2.66 | 4.25 |
Top Comparisons
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Tata Nifty Realty Index Fund - Regular (G)
3Y Returns0%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns28.79%
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns24.79%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.96%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.82%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.33%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.36%