Motilal Oswal Nifty 500 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2040 Cr | ₹130 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 10 Sep 2019 | 16 Apr 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY Next 50 TRI |
Turn Over | 10% | 54% |
Expense Ratio | 0.88 | 0.8 |
Manager | Swapnil P Mayekar | Praveen Ayathan |
ISIN Code | INF247L01940 | INF917K01D95 |
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 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 5.43% | 4.86% |
6 Month | 3.8% | -0.89% |
1 Year | 8.47% | -0.06% |
3 Year | 18.95% | 20.51% |
5 Year | 25.4% | 24.03% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 6.65% | 5.01% |
1 Year | 5.53% | -4% |
3 Year | 16.75% | 19.33% |
5 Year | 16.8% | 17.94% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 20.17% | 23.04% |
3 Year | 18.05% | 18.82% |
5 Year | 18.26% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 13.77% | 19.623% |
Sharp | 0.51% | 0.365% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Swapnil P Mayekar | Praveen Ayathan |
Total AUM | ₹9006 Cr | ₹3762 Cr |
Funds Managed | 9 | 5 |
Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.79 | -0.01 |
Large Cap | 71.39 | 88.52 |
Mid Cap | 17.44 | 11.49 |
Small Cap | 2.87 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.27 | -0.01 |
Energy | 7.37 | 2.13 |
Industrials | 8.24 | 14.79 |
Financial Services | 29.41 | 23.97 |
Technology | 10.23 | 2.41 |
Basic Materials | 7.08 | 9.75 |
Healthcare | 5.57 | 5.55 |
Consumer Defensive | 6.77 | 10.67 |
Consumer Cyclical | 9.76 | 12.23 |
Real Estate | 1.1 | 3.59 |
Utilities | 3.34 | 12.26 |
Communication Services | 3.37 | 2.67 |
Top Comparisons
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns24.86%
Canara Robeco Emerging Equities - Regular Plan - Growth Option
3Y Returns20.66%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.97%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns6.87%
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns28.93%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns19.56%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns6.18%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.94%