Motilal Oswal Nifty 500 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Fund | Motilal Oswal Nifty 500 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Average | Very High |
| Asset Size (Cr) | ₹2757 Cr | ₹101 Cr | ₹101 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 20 Sep 2010 | 20 Sep 2010 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 10% | 47% | % |
| Expense Ratio | 0.88 | 0.9 | 0.9 |
| Manager | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF247L01940 | INF397L01174 | INF397L01174 |
| 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 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Month | -0.78% | -0.41% | -0.41% |
| 6 Month | 1.26% | 0.99% | 0.99% |
| 1 Year | 6.24% | -0.29% | -0.29% |
| 3 Year | 15.77% | 17.85% | 17.85% |
| 5 Year | 15.88% | 16.34% | 16.34% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 6 Month | 2.57% | 1.57% | 1.57% |
| 1 Year | 12.62% | 10.46% | 10.46% |
| 3 Year | 13.08% | 14.47% | 14.47% |
| 5 Year | 13.81% | 14.78% | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Year | 14.76% | 8.9% | 8.9% |
| 3 Year | 17.41% | 15.49% | 15.49% |
| 5 Year | 19.4% | 13.35% | 13.35% |
Risk Management
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Standard Deviation | 13.08% | 16.66% | 16.66% |
| Sharp | 0.60% | 0.93% | 0.93% |
| Beta | 1.00% | 1.14% | 1.14% |
| Alpha | -0.99% | 3.51% | 3.51% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Name | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹9006 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 9 | 6 | 6 |
| Motilal Oswal Nifty 500 Index Fund - Regular Plan | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 3.79 | 6.01 | 6.01 |
| Large Cap | 67.76 | 81.38 | 81.38 |
| Mid Cap | 19 | 12.61 | 12.61 |
| Small Cap | 9.69 | - | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 0.38 | 0.04 | 0.04 |
| Energy | 7.72 | 5.63 | 5.63 |
| Utilities | 3.64 | 12.63 | 12.63 |
| Industrials | 10.88 | 10.61 | 10.61 |
| Financial Services | 31.29 | 20.21 | 20.21 |
| Technology | 9.2 | 2.44 | 2.44 |
| Consumer Defensive | 6.47 | 12.24 | 12.24 |
| Consumer Cyclical | 11.26 | 11.44 | 11.44 |
| Basic Materials | 7.92 | 12.84 | 12.84 |
| Communication Services | 3.92 | 2.24 | 2.24 |
| Healthcare | 6.4 | 6.25 | 6.25 |
| Real Estate | 1.17 | 3.43 | 3.43 |
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