Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns18.54%

VS

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns27.45%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.76%

VS

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns7.96%

Compare Now

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns7.62%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns7.62%

Compare Now

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns6.9%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.95%

Compare Now
Add to Cart Successfully