Motilal Oswal Nifty 500 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2507 Cr | ₹2285 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Sep 2019 | 23 Oct 2017 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 50 Equal Weight Total Return Index |
| Turn Over | 10% | 25% |
| Expense Ratio | 0.88 | 0.91 |
| Manager | Swapnil P Mayekar | Anil Ghelani |
| ISIN Code | INF247L01940 | INF740KA1CO4 |
| Exits Load | Motilal Oswal Nifty 500 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 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.83% | 4.86% |
| 6 Month | 8.05% | 9.45% |
| 1 Year | 5.4% | 7.88% |
| 3 Year | 15.95% | 17.64% |
| 5 Year | 19.71% | 23.12% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.79% | 4.53% |
| 1 Year | 13.74% | 18.5% |
| 3 Year | 14.75% | 16.46% |
| 5 Year | 14.86% | 16.85% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.31% | 8.23% |
| 3 Year | 17.73% | 18.32% |
| 5 Year | 19.68% | 17.88% |
Risk Management
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.12% | 12.97% |
| Sharp | 0.65% | 0.78% |
| Beta | 1.00% | - |
| Alpha | -1.00% | - |
Fund Managers
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Anil Ghelani |
| Total AUM | ₹9006 Cr | ₹0 Cr |
| Funds Managed | 9 | 5 |
| Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.64 | 4.07 |
| Large Cap | 67.68 | 91.98 |
| Mid Cap | 18.95 | 3.95 |
| Small Cap | 10.2 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.42 | 0.04 |
| Energy | 7.37 | 8.01 |
| Utilities | 3.92 | 4.02 |
| Industrials | 11.09 | 8.07 |
| Financial Services | 30.53 | 22.01 |
| Technology | 8.93 | 9.87 |
| Consumer Defensive | 6.75 | 8.03 |
| Consumer Cyclical | 11.95 | 16.03 |
| Basic Materials | 8.22 | 12.08 |
| Communication Services | 3.73 | 1.96 |
| Healthcare | 6.42 | 9.88 |
| Real Estate | 1.14 | - |
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