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 | 1.49% | 1.01% | 1.01% |
| 6 Month | 7.41% | 8.78% | 8.78% |
| 1 Year | 2.29% | -2.78% | -2.78% |
| 3 Year | 14.71% | 16.73% | 16.73% |
| 5 Year | 18.44% | 19.38% | 19.38% |
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 | 3.61% | 4.4% | 4.4% |
| 1 Year | 14.41% | 14.15% | 14.15% |
| 3 Year | 14.44% | 17.39% | 17.39% |
| 5 Year | 14.52% | 16.28% | 16.28% |
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 | 13.14% | 17.74% | 17.74% |
| Sharp | 0.66% | 0.63% | 0.63% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.99% | -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 | 3.64 | 6.64 | 6.64 |
| Large Cap | 67.68 | 81 | 81 |
| Mid Cap | 18.95 | 12.36 | 12.36 |
| Small Cap | 10.2 | - | - |
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 | 0.42 | 0.59 | 0.59 |
| Energy | 7.37 | 5.35 | 5.35 |
| Utilities | 3.92 | 12.74 | 12.74 |
| Industrials | 11.09 | 11.15 | 11.15 |
| Financial Services | 30.53 | 19.92 | 19.92 |
| Technology | 8.93 | 2.09 | 2.09 |
| Consumer Defensive | 6.75 | 12.39 | 12.39 |
| Consumer Cyclical | 11.95 | 11.44 | 11.44 |
| Basic Materials | 8.22 | 12.76 | 12.76 |
| Communication Services | 3.73 | 2.24 | 2.24 |
| Healthcare | 6.42 | 5.91 | 5.91 |
| Real Estate | 1.14 | 3.41 | 3.41 |
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