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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) | ₹356 Cr | ₹723 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 | -1% | -0.19% |
| 6 Month | 13.4% | 9.01% |
| 1 Year | -7.64% | 2.05% |
| 3 Year | 15.31% | 12.08% |
| 5 Year | 18.92% | 17.54% |
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 | 2.28% | 2.39% |
| 1 Year | -1.39% | 5.41% |
| 3 Year | 15.54% | 11.63% |
| 5 Year | 15.52% | 12.58% |
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 | 17.4% | 17.15% |
| 3 Year | 18.29% | 15.38% |
| 5 Year | 20.53% | 19.51% |
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 | 18.12% | 12.14% |
| Sharp | 0.63% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.97% | -0.60% |
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 | 2.44 | 3.11 |
| Large Cap | 87.9 | 95.75 |
| Mid Cap | 9.67 | 1.14 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.11 | 0.25 |
| Industrials | 14.57 | 5.91 |
| Consumer Cyclical | 10.99 | 11.29 |
| Healthcare | 6.34 | 3.77 |
| Consumer Defensive | 13.89 | 6.73 |
| Financial Services | 20.29 | 37.77 |
| Energy | 5.1 | 10.53 |
| Basic Materials | 10 | 6.11 |
| Utilities | 10.69 | 2.58 |
| Technology | 2.04 | 10.42 |
| Real Estate | 3.66 | - |
| Communication Services | 2.33 | 4.64 |
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