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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) | ₹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 |
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