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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) | ₹2757 Cr | ₹2390 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 | -0.78% | -0.62% |
| 6 Month | 1.26% | 3.61% |
| 1 Year | 6.24% | 12.81% |
| 3 Year | 15.77% | 17.49% |
| 5 Year | 15.88% | 18.53% |
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 | 2.57% | 3.57% |
| 1 Year | 12.62% | 15.59% |
| 3 Year | 13.08% | 14.7% |
| 5 Year | 13.81% | 15.67% |
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 | 14.76% | 7.96% |
| 3 Year | 17.41% | 18.1% |
| 5 Year | 19.4% | 18.35% |
Risk Management
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.08% | 13.13% |
| Sharp | 0.60% | 0.94% |
| Beta | 1.00% | 1.03% |
| Alpha | -0.99% | 1.59% |
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 | 3.79 | 4.74 |
| Large Cap | 67.76 | 91.41 |
| Mid Cap | 19 | 3.85 |
| Small Cap | 9.69 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.38 | 0.05 |
| Energy | 7.72 | 7.77 |
| Utilities | 3.64 | 3.71 |
| Industrials | 10.88 | 8.27 |
| Financial Services | 31.29 | 23.12 |
| Technology | 9.2 | 10.36 |
| Consumer Defensive | 6.47 | 7.94 |
| Consumer Cyclical | 11.26 | 14.7 |
| Basic Materials | 7.92 | 12.05 |
| Communication Services | 3.92 | 2.11 |
| Healthcare | 6.4 | 9.93 |
| Real Estate | 1.17 | - |
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