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) | ₹1004 Cr | ₹738 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 | 3.08% | 2.44% |
6 Month | 7.25% | 13.32% |
1 Year | -9.58% | 0.09% |
3 Year | 15.23% | 13.53% |
5 Year | - | 17.43% |
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 | 2.33% | 3.11% |
1 Year | -0.47% | 10.57% |
3 Year | 10.05% | 12.52% |
5 Year | - | 12.86% |
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 | 14.48% | 17.15% |
3 Year | 17.54% | 15.38% |
5 Year | - | 19.51% |
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 | 13.02% | 12.12% |
Sharp | 0.51% | 0.45% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -0.60% |
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 | 0.14 | 3.66 |
Large Cap | 98.44 | 95.21 |
Mid Cap | 1.42 | 1.12 |
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 | 0.14 | 0.85 |
Technology | 28.93 | 10.42 |
Basic Materials | 5.52 | 6.24 |
Healthcare | 4.46 | 3.72 |
Financial Services | 25.74 | 36.51 |
Consumer Defensive | 10.38 | 6.9 |
Consumer Cyclical | 12.14 | 12.07 |
Energy | 4.85 | 10.34 |
Utilities | 7.86 | 2.51 |
Industrials | - | 5.84 |
Communication Services | - | 4.61 |
Top Comparisons
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns19.82%
Quant Large and Mid Cap Fund-Growth
3Y Returns16.15%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns20.11%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns19.02%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.43%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.43%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.17%
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
3Y Returns0%