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Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2929 Cr | ₹2757 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY 500 TRI |
| Turn Over | 50% | 10% |
| Expense Ratio | 1 | 0.88 |
| Manager | Swapnil P Mayekar | Swapnil P Mayekar |
| ISIN Code | INF247L01908 | INF247L01940 |
| Exits Load | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | -0.09% | -0.11% |
| 6 Month | 1.74% | 1.29% |
| 1 Year | 4.93% | 6.57% |
| 3 Year | 22.97% | 15.58% |
| 5 Year | 22.5% | 15.52% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 2.99% | 2.57% |
| 1 Year | 15.84% | 12.62% |
| 3 Year | 17.5% | 13.08% |
| 5 Year | 19.48% | 13.81% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 24.12% | 14.76% |
| 3 Year | 25.48% | 17.41% |
| 5 Year | 27.26% | 19.4% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 14.7% | 12.78% |
| Sharp | 1.26% | 0.87% |
| Beta | 1.03% | 1% |
| Alpha | -1.23% | -1.07% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Name | Swapnil P Mayekar | Swapnil P Mayekar |
| Total AUM | ₹9006 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 2.71 | 3.79 |
| Mid Cap | 86.84 | 19 |
| Large Cap | 9.12 | 67.76 |
| Small Cap | 1.33 | 9.69 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.03 | 0.38 |
| Utilities | 2.85 | 3.64 |
| Industrials | 17.94 | 10.88 |
| Financial Services | 25.66 | 31.29 |
| Consumer Cyclical | 13.04 | 11.26 |
| Basic Materials | 9.12 | 7.92 |
| Technology | 10.55 | 9.2 |
| Consumer Defensive | 4.2 | 6.47 |
| Healthcare | 8.44 | 6.4 |
| Real Estate | 2.92 | 1.17 |
| Energy | 2.27 | 7.72 |
| Communication Services | 3 | 3.92 |
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