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
IDBI 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 | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Fund | Motilal Oswal Nifty 500 Index Fund - Regular Plan | IDBI 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 | Very High | Very High |
Asset Size (Cr) | ₹2040 Cr | ₹89 Cr | ₹89 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
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 | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Month | 3.17% | 2.24% | 2.24% |
6 Month | -3.24% | -8.25% | -8.25% |
1 Year | 4.94% | -0.9% | -0.9% |
3 Year | 14.12% | 14.54% | 14.54% |
5 Year | 22.15% | 21.21% | 21.21% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
6 Month | 1.75% | 0.68% | 0.68% |
1 Year | -3.7% | -11.58% | -11.58% |
3 Year | 14.54% | 17.85% | 17.85% |
5 Year | 15.89% | 17.33% | 17.33% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Year | 20.17% | 10.53% | 10.53% |
3 Year | 18.05% | 15.19% | 15.19% |
5 Year | 18.26% | 12.43% | 12.43% |
Risk Management
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Standard Deviation | 13.77% | 19.574% | 19.574% |
Sharp | 0.51% | 0.371% | 0.371% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | IDBI 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 | IDBI 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 |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.79 | 0.26 | 0.26 |
Large Cap | 71.39 | 88.05 | 88.05 |
Mid Cap | 17.44 | 11.69 | 11.69 |
Small Cap | 2.87 | - | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.27 | 0.26 | 0.26 |
Energy | 7.37 | 2.08 | 2.08 |
Industrials | 8.24 | 14.26 | 14.26 |
Financial Services | 29.41 | 23.81 | 23.81 |
Technology | 10.23 | 2.1 | 2.1 |
Basic Materials | 7.08 | 10.15 | 10.15 |
Healthcare | 5.57 | 5.8 | 5.8 |
Consumer Defensive | 6.77 | 10.43 | 10.43 |
Consumer Cyclical | 9.76 | 12.89 | 12.89 |
Real Estate | 1.1 | 3.51 | 3.51 |
Utilities | 3.34 | 12.04 | 12.04 |
Communication Services | 3.37 | 2.67 | 2.67 |
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