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
| 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) | ₹1525 Cr | ₹127 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 02 Sep 2019 | 16 Apr 2020 |
| Category | Index Fund | Index Fund |
| 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 | Exit load of 1% if redeemed within 15 days./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365 |
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | 1.48% | 2.33% |
| 6 Month | 17.84% | 28.35% |
| 1 Year | 39.54% | 68.68% |
| 3 Year | 18.38% | 22.61% |
| 5 Year | - | - |
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.9% | 32.66% |
| 3 Year | 36.07% | 56.32% |
| 5 Year | 67.76% | 79.39% |
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 22.71% | 26.17% |
| 3 Year | 52.79% | 63.16% |
| 5 Year | 73.86% | 83.28% |
| 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% |
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| 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 |
| Fund Manage | 9 | 5 |
| Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Small Cap | 2.63 | - |
| Mid Cap | 4.35 | 9.78 |
| Large Cap | 27.91 | 88.15 |
| Others | - | 2.07 |
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Consumer Staples | 4.57 | 9.91 |
| Services | 1.19 | 14.11 |
| Financial | 14.26 | 19.27 |
| Technology | 3 | - |
| Materials | 1.94 | 4.12 |
| Energy | 1.33 | 11.26 |
| Metals & Mining | 1.42 | 4.85 |
| Chemicals | 0.75 | 2.24 |
| Automobile | 1.52 | 5.57 |
| Healthcare | 1.62 | 2.47 |
| Textiles | 0.05 | - |
| Capital Goods | 2.75 | 18.48 |
| Consumer Discretionary | 0.17 | - |
| Communication | 0.07 | - |
| Diversified | 0.16 | 1.59 |
| Construction | 0.09 | 2.6 |
| Others | - | 0.11 |
| Insurance | - | 3.42 |
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