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

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tortoise-icon Motilal Oswal Nifty 500 Index Fund - Regular Plan

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tortoise-icon 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) ₹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 3.17% 2.14%
6 Month -3.24% -8.49%
1 Year 4.94% -1.14%
3 Year 14.12% 14.4%
5 Year 22.15% 21.37%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 1.75% 0.49%
1 Year -3.7% -11.98%
3 Year 14.54% 17.76%
5 Year 15.89% 17.24%

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 - -

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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

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