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Motilal Oswal Nifty 500 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon Motilal Oswal Nifty 500 Index Fund - Regular Plan

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tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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