Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Nifty 500 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty 500 Index Fund - Regular Plan

Invest Now

tortoise-icon IDBI Nifty Next 50 Index Fund Growth

Invest Now

tortoise-icon LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2359 Cr ₹97 Cr ₹97 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 3.4% 2.82% 2.82%
6 Month 3.95% -0.86% -0.86%
1 Year 2.93% -6.04% -6.04%
3 Year 20.36% 22.17% 22.17%
5 Year 21.84% 20.78% 20.78%

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 10.27% 9.03% 9.03%
1 Year 12.72% 4.02% 4.02%
3 Year 17.14% 19.18% 19.18%
5 Year 16.85% 17.87% 17.87%

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 18.2% 9.92% 9.92%
3 Year 17.78% 15.15% 15.15%
5 Year 18.81% 12.73% 12.73%

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 13.99% 18.90% 18.90%
Sharp 0.96% 0.86% 0.86%
Beta 1.00% 0.99% 0.99%
Alpha -1.03% -0.94% -0.94%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.1 3.19 3.19
Large Cap 69.65 87.09 87.09
Mid Cap 18.9 9.72 9.72
Small Cap 10.3 - -

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 0.28 0.81 0.81
Energy 7.61 4.94 4.94
Utilities 3.75 10.59 10.59
Industrials 11.35 14.67 14.67
Financial Services 30.83 20.68 20.68
Technology 9.54 2.01 2.01
Consumer Defensive 6.78 13.73 13.73
Consumer Cyclical 10.63 10.17 10.17
Basic Materials 7.93 10.08 10.08
Communication Services 3.78 2.38 2.38
Healthcare 6.22 6.05 6.05
Real Estate 1.25 3.88 3.88

Top Comparisons

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns20.19%

VS

Canara Robeco Focused Fund - Regular Plan - Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option

3Y Returns22.46%

Compare Now

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns29.41%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns27.52%

Compare Now

ICICI Prudential MNC Fund - Growth Option ICICI Prudential MNC Fund - Growth Option

3Y Returns16.76%

VS

UTI - MNC Fund - Regular Plan - Growth Option UTI - MNC Fund - Regular Plan - Growth Option

3Y Returns15.12%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns13.23%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns12.01%

Compare Now
Add to Cart Successfully