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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) | ₹393 Cr | ₹806 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 | 2.3% | 3.14% |
| 6 Month | 6.6% | 5.76% |
| 1 Year | 3.56% | 10.83% |
| 3 Year | 16.81% | 12.85% |
| 5 Year | 18.58% | 15.87% |
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 | 2.25% | 3.48% |
| 1 Year | 12.28% | 14.95% |
| 3 Year | 16.21% | 13% |
| 5 Year | 15.5% | 12.91% |
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 | 15% | 15.32% |
| 3 Year | 17.94% | 15.02% |
| 5 Year | 19.98% | 17.76% |
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 | 17.78% | 11.68% |
| Sharp | 0.64% | 0.57% |
| 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 | 6.19 | 3.86 |
| Large Cap | 81.32 | 94.77 |
| Mid Cap | 12.5 | 1.38 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.02 | 0.62 |
| Industrials | 10.82 | 7.24 |
| Healthcare | 6.31 | 4.22 |
| Financial Services | 20.17 | 36.28 |
| Energy | 5.62 | 10.65 |
| Consumer Cyclical | 11.2 | 10.85 |
| Basic Materials | 12.69 | 6.37 |
| Consumer Defensive | 12.04 | 6.69 |
| Utilities | 13.07 | 2.46 |
| Technology | 2.26 | 9.89 |
| Real Estate | 3.52 | - |
| Communication Services | 2.3 | 4.74 |
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