Motilal Oswal Nifty 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹992 Cr | ₹701 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 19 Feb 2021 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY 50 TRI |
Turn Over | 39% | 10% |
Expense Ratio | 0.76 | 0.55 |
Manager | Himanshu Mange | Swapnil P Mayekar |
ISIN Code | INF204KB19Y8 | INF247L01AF4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 1.56% | 3.31% |
6 Month | -2.79% | 8.39% |
1 Year | 0.48% | 6.9% |
3 Year | 18.21% | 18.01% |
5 Year | - | 20.49% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 3.86% | 9.48% |
1 Year | -2.8% | 14.13% |
3 Year | 13.28% | 15.96% |
5 Year | - | 15.46% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 16.01% | 18.57% |
3 Year | 17.69% | 15.21% |
5 Year | - | 15.84% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 13.88% | 13.14% |
Sharp | 0.65% | 0.63% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -0.59% |
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Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Name | Himanshu Mange | Swapnil P Mayekar |
Total AUM | ₹0 Cr | ₹9006 Cr |
Funds Managed | 10 | 9 |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.48 | 0.91 |
Large Cap | 97.78 | 97.82 |
Mid Cap | 1.74 | 1.28 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.08 | 0.04 |
Technology | 33.47 | 13.14 |
Energy | 6.43 | 10.93 |
Basic Materials | 4.77 | 6.02 |
Financial Services | 24.46 | 36.52 |
Healthcare | 1.97 | 3.82 |
Consumer Defensive | 12.64 | 7.63 |
Consumer Cyclical | 8.48 | 9.6 |
Utilities | 7.7 | 2.63 |
Industrials | - | 5.44 |
Communication Services | - | 4.25 |
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