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) | ₹2040 Cr | ₹1946 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 | 2.61% | 1.72% |
6 Month | -1.89% | 1.5% |
1 Year | 3.8% | 3.83% |
3 Year | 19.39% | 20.45% |
5 Year | 22.57% | 24.69% |
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 | 8.07% | 6.9% |
1 Year | 6.33% | 5.93% |
3 Year | 15.82% | 16.04% |
5 Year | 16.13% | 17.54% |
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 | 13.77% | 14.763% |
Sharp | 0.51% | 0.512% |
Beta | - | - |
Alpha | - | - |
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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 | 0.79 | 2.05 |
Large Cap | 71.39 | 93.95 |
Mid Cap | 17.44 | 4 |
Small Cap | 2.87 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.27 | 0.13 |
Energy | 7.37 | 9.97 |
Industrials | 8.24 | 5.71 |
Financial Services | 29.41 | 22.36 |
Technology | 10.23 | 9.76 |
Basic Materials | 7.08 | 11.92 |
Healthcare | 5.57 | 7.54 |
Consumer Defensive | 6.77 | 10.56 |
Consumer Cyclical | 9.76 | 16.16 |
Real Estate | 1.1 | - |
Utilities | 3.34 | 3.87 |
Communication Services | 3.37 | 2.03 |
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