Motilal Oswal Nifty 500 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2359 Cr	₹133 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

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month	3.24%	2.61%
6 Month	3.36%	-0.72%
1 Year	3.91%	-4.62%
3 Year	20.54%	22.48%
5 Year	21.97%	21.12%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	10.74%	10.01%
1 Year	12.52%	3.35%
3 Year	18.04%	20.08%
5 Year	17.39%	18.37%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year	18.2%	18.64%
3 Year	17.78%	18.49%
5 Year	18.81%	22.58%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation	14.47%	19.49%
Sharp	0.73%	0.67%
Beta	1.00%	1.00%
Alpha	-1.03%	-1.10%

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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
Funds Managed	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
Others	1.1	3.15
Large Cap	69.65	87.14
Mid Cap	18.9	9.71
Small Cap	10.3	-

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	0.28	0.78
Energy	7.61	4.91
Utilities	3.75	10.64
Industrials	11.35	14.63
Financial Services	30.83	20.73
Technology	9.54	2
Consumer Defensive	6.78	13.7
Consumer Cyclical	10.63	10.3
Basic Materials	7.93	10.02
Communication Services	3.78	2.37
Healthcare	6.22	6.01
Real Estate	1.25	3.9