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) | ₹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% |
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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 | 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 |
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