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) | ₹2359 Cr | ₹2136 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 | 3.4% | 3.97% |
6 Month | 3.95% | 6.5% |
1 Year | 2.93% | 4.75% |
3 Year | 20.36% | 21.47% |
5 Year | 21.84% | 24.43% |
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 | 10.27% | 9.32% |
1 Year | 12.72% | 12.23% |
3 Year | 17.14% | 17.37% |
5 Year | 16.85% | 18.21% |
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 | 18.2% | 9.72% |
3 Year | 17.78% | 18.34% |
5 Year | 18.81% | 17.32% |
Risk Management
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.47% | 14.77% |
Sharp | 0.73% | 0.77% |
Beta | 1.00% | - |
Alpha | -1.03% | - |
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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 | 1.1 | 1.88 |
Large Cap | 69.65 | 93.72 |
Mid Cap | 18.9 | 4.41 |
Small Cap | 10.3 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.28 | 0.09 |
Energy | 7.61 | 7.94 |
Utilities | 3.75 | 3.62 |
Industrials | 11.35 | 6.75 |
Financial Services | 30.83 | 24.84 |
Technology | 9.54 | 9.35 |
Consumer Defensive | 6.78 | 8.09 |
Consumer Cyclical | 10.63 | 18.58 |
Basic Materials | 7.93 | 11.06 |
Communication Services | 3.78 | 2.04 |
Healthcare | 6.22 | 7.64 |
Real Estate | 1.25 | - |
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