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) | ₹2507 Cr | ₹99 Cr | ₹99 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 | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Month | 0.63% | 0.66% | 0.66% |
6 Month | 10.12% | 9.22% | 9.22% |
1 Year | -1.3% | -8.76% | -8.76% |
3 Year | 16.32% | 18.31% | 18.31% |
5 Year | 19.48% | 20.54% | 20.54% |
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 | 1.71% | 2.37% | 2.37% |
1 Year | 11.42% | 10.47% | 10.47% |
3 Year | 13.78% | 16.35% | 16.35% |
5 Year | 14.21% | 15.72% | 15.72% |
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 | 16.31% | 9.43% | 9.43% |
3 Year | 17.73% | 15.28% | 15.28% |
5 Year | 19.68% | 13.13% | 13.13% |
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 | 13.12% | 17.73% | 17.73% |
Sharp | 0.65% | 0.59% | 0.59% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -1.00% | -1.01% | -1.01% |
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 | 2.48 | 2.77 | 2.77 |
Large Cap | 68.48 | 87.59 | 87.59 |
Mid Cap | 18.7 | 9.64 | 9.64 |
Small Cap | 10.32 | - | - |
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 | 0.14 | 0.46 | 0.46 |
Energy | 7.32 | 4.89 | 4.89 |
Utilities | 3.63 | 10.49 | 10.49 |
Industrials | 11 | 14.47 | 14.47 |
Financial Services | 30.26 | 19.5 | 19.5 |
Technology | 9.25 | 2.08 | 2.08 |
Consumer Defensive | 6.97 | 14.18 | 14.18 |
Consumer Cyclical | 11.57 | 11.88 | 11.88 |
Basic Materials | 8.24 | 10.05 | 10.05 |
Communication Services | 3.86 | 2.31 | 2.31 |
Healthcare | 6.56 | 6.11 | 6.11 |
Real Estate | 1.17 | 3.56 | 3.56 |
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