Motilal Oswal Nifty 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Nippon India Nifty Midcap 150 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) | ₹1857 Cr | ₹755 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Feb 2021 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 TRI |
Turn Over | 36% | 10% |
Expense Ratio | 0.8 | 0.55 |
Manager | Himanshu Mange | Swapnil P Mayekar |
ISIN Code | INF204KB15Z3 | INF247L01AF4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 0.54% | 0.97% |
6 Month | 13.48% | 9.18% |
1 Year | -1.87% | 1.74% |
3 Year | 22.93% | 14.4% |
5 Year | - | 17.34% |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 2.28% | 1.53% |
1 Year | 14.48% | 11.25% |
3 Year | 19.02% | 12.18% |
5 Year | - | 12.57% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 18.36% | 16.43% |
3 Year | 24.66% | 15.15% |
5 Year | - | 18.11% |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 15.63% | 11.78% |
Sharp | 0.90% | 0.59% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -0.60% |
Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 1.77 | 3.66 |
Mid Cap | 90.11 | 1.12 |
Small Cap | 3.04 | - |
Large Cap | 5.07 | 95.21 |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.1 | 0.85 |
Utilities | 3.19 | 2.51 |
Industrials | 19.35 | 5.84 |
Financial Services | 21.83 | 36.51 |
Basic Materials | 11.21 | 6.24 |
Technology | 10.22 | 10.42 |
Consumer Cyclical | 10.42 | 12.07 |
Healthcare | 11.93 | 3.72 |
Real Estate | 2.98 | - |
Energy | 2.32 | 10.34 |
Communication Services | 2.9 | 4.61 |
Consumer Defensive | 3.54 | 6.9 |
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