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) | ₹2432 Cr | ₹2198 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 | -1.35% | 0.57% |
| 6 Month | 11.54% | 10.52% |
| 1 Year | -0.36% | 1.01% |
| 3 Year | 14.08% | 15.63% |
| 5 Year | 19.42% | 22.1% |
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 | 2.65% | 3% |
| 1 Year | 3.72% | 5.85% |
| 3 Year | 13.24% | 14.19% |
| 5 Year | 14.26% | 15.95% |
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 | 17.23% | 8.82% |
| 3 Year | 17.88% | 18.46% |
| 5 Year | 20.57% | 17.56% |
Risk Management
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.40% | 13.33% |
| Sharp | 0.69% | 0.73% |
| Beta | 1.00% | - |
| Alpha | -1.02% | - |
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 | 2.61 | 4.09 |
| Large Cap | 68.03 | 91.78 |
| Mid Cap | 18.86 | 4.13 |
| Small Cap | 10.48 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.27 | 0.24 |
| Energy | 7.42 | 7.88 |
| Utilities | 3.71 | 4.1 |
| Industrials | 11.16 | 5.98 |
| Financial Services | 30.88 | 23.85 |
| Technology | 9.04 | 9.08 |
| Consumer Defensive | 6.75 | 8.12 |
| Consumer Cyclical | 10.86 | 17.99 |
| Basic Materials | 8.16 | 12.47 |
| Communication Services | 3.86 | 1.99 |
| Healthcare | 6.68 | 8.29 |
| Real Estate | 1.2 | - |
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