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) | ₹2432 Cr | ₹98 Cr | ₹98 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 | -0.44% | 0.13% | 0.13% |
6 Month | 11.39% | 11.85% | 11.85% |
1 Year | -0.42% | -7.8% | -7.8% |
3 Year | 14.82% | 16.12% | 16.12% |
5 Year | 19.67% | 19.33% | 19.33% |
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 | 2.65% | 2.4% | 2.4% |
1 Year | 3.72% | -1.17% | -1.17% |
3 Year | 13.24% | 15.55% | 15.55% |
5 Year | 14.26% | 15.61% | 15.61% |
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 | 17.23% | 9.67% | 9.67% |
3 Year | 17.88% | 15.23% | 15.23% |
5 Year | 20.57% | 12.98% | 12.98% |
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 | 13.40% | 18.07% | 18.07% |
Sharp | 0.69% | 0.63% | 0.63% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -1.02% | -0.94% | -0.94% |
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 | 2.61 | 2.57 | 2.57 |
Large Cap | 68.03 | 87.79 | 87.79 |
Mid Cap | 18.86 | 9.64 | 9.64 |
Small Cap | 10.48 | - | - |
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 | 0.27 | 0.25 | 0.25 |
Energy | 7.42 | 5.09 | 5.09 |
Utilities | 3.71 | 10.7 | 10.7 |
Industrials | 11.16 | 14.57 | 14.57 |
Financial Services | 30.88 | 20.26 | 20.26 |
Technology | 9.04 | 2.04 | 2.04 |
Consumer Defensive | 6.75 | 13.87 | 13.87 |
Consumer Cyclical | 10.86 | 10.94 | 10.94 |
Basic Materials | 8.16 | 10 | 10 |
Communication Services | 3.86 | 2.32 | 2.32 |
Healthcare | 6.68 | 6.33 | 6.33 |
Real Estate | 1.2 | 3.63 | 3.63 |
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