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 Motilal Oswal Nifty Midcap 150 Index Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

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

Invest Now

Chart Comparison

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

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) ₹2472 Cr ₹2432 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 -3.47% -2.27%
6 Month 16.79% 13.29%
1 Year -4.88% -4.76%
3 Year 20.8% 14.38%
5 Year 25.08% 18.28%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month 3.44% 2.13%
1 Year 7.69% 5.68%
3 Year 20.45% 14.36%
5 Year 21.74% 15.04%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year 26.41% 17.23%
3 Year 26.23% 17.88%
5 Year 29.46% 20.57%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation 15.77% 13.40%
Sharp 1.02% 0.69%
Beta 1.00% 1.00%
Alpha -0.99% -1.02%

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 1.62 2.61
Mid Cap 90.43 18.86
Small Cap 3.01 10.48
Large Cap 4.94 68.03

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others -0.02 0.27
Utilities 3.22 3.71
Industrials 19.28 11.16
Financial Services 22.21 30.88
Basic Materials 11.18 8.16
Technology 9.89 9.04
Consumer Cyclical 10.16 10.86
Healthcare 12.16 6.68
Real Estate 2.98 1.2
Energy 2.48 7.42
Communication Services 3.01 3.86
Consumer Defensive 3.45 6.75

Top Comparisons

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.93%

Compare Now

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns10.11%

VS

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns6%

Compare Now

HDFC Multi-Asset Active FOF - Growth HDFC Multi-Asset Active FOF - Growth

3Y Returns15.6%

VS

Motilal Oswal Asset Allocation FOF- C- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

3Y Returns12.51%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns16.47%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns17.76%

Compare Now
Add to Cart Successfully