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) | ₹2427 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 | 2.12% | 3.7% |
6 Month | 14.1% | 14.45% |
1 Year | -1.63% | 0.04% |
3 Year | 14.18% | 16.07% |
5 Year | 19.48% | 22.42% |
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 | 2.98% | 4.87% |
1 Year | 5.83% | 10.62% |
3 Year | 13.12% | 14.93% |
5 Year | 14.1% | 16.24% |
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 | 13.38% | 13.24% |
Sharp | 0.53% | 0.65% |
Beta | 1.00% | - |
Alpha | -1.01% | - |
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 | 2.48 | 4.09 |
Large Cap | 68.48 | 91.78 |
Mid Cap | 18.7 | 4.13 |
Small Cap | 10.32 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.14 | 0.24 |
Energy | 7.32 | 7.88 |
Utilities | 3.63 | 4.1 |
Industrials | 11.09 | 5.98 |
Financial Services | 30.26 | 23.85 |
Technology | 9.16 | 9.08 |
Consumer Defensive | 6.97 | 8.12 |
Consumer Cyclical | 11.57 | 17.99 |
Basic Materials | 8.24 | 12.47 |
Communication Services | 3.86 | 1.99 |
Healthcare | 6.56 | 8.29 |
Real Estate | 1.17 | - |
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