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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) | ₹2757 Cr | ₹142 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 | -0.32% | 0.26% |
| 6 Month | 1.12% | 0.63% |
| 1 Year | 6.9% | 1.94% |
| 3 Year | 15.53% | 17.68% |
| 5 Year | 15.6% | 16.09% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 2.57% | 1.62% |
| 1 Year | 12.62% | 10.5% |
| 3 Year | 13.08% | 14.45% |
| 5 Year | 13.81% | 14.7% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 14.76% | 11.45% |
| 3 Year | 17.41% | 18.24% |
| 5 Year | 19.4% | 20.19% |
Risk Management
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 12.78% | 16.7% |
| Sharp | 0.87% | 0.92% |
| Beta | 1% | 1.15% |
| Alpha | -1.07% | 3.38% |
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 | 3.79 | 6.02 |
| Large Cap | 67.76 | 81.38 |
| Mid Cap | 19 | 12.6 |
| Small Cap | 9.69 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.38 | 0.06 |
| Energy | 7.72 | 5.63 |
| Utilities | 3.64 | 12.63 |
| Industrials | 10.88 | 10.62 |
| Financial Services | 31.29 | 20.2 |
| Technology | 9.2 | 2.45 |
| Consumer Defensive | 6.47 | 12.21 |
| Consumer Cyclical | 11.26 | 11.44 |
| Basic Materials | 7.92 | 12.86 |
| Communication Services | 3.92 | 2.24 |
| Healthcare | 6.4 | 6.26 |
| Real Estate | 1.17 | 3.41 |
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