Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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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)	₹2460 Cr	₹2468 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

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month	-3.88%	-3.88%
6 Month	6.15%	5.33%
1 Year	-3.17%	-3.34%
3 Year	22.42%	15.06%
5 Year	28.5%	20.01%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month	6.13%	4.06%
1 Year	5.4%	3.22%
3 Year	19.6%	13.6%
5 Year	21.2%	14.61%

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%

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%	-1.03%

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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

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	1.75	2.68
Mid Cap	90.34	18.83
Small Cap	2.89	10.52
Large Cap	5.02	67.95

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	0	0.22
Utilities	3.33	3.73
Industrials	19.33	11.2
Financial Services	22.97	30.92
Basic Materials	11.12	8.03
Technology	9.79	9.53
Consumer Cyclical	9.98	10.67
Healthcare	11.33	6.3
Real Estate	3.14	1.27
Energy	2.49	7.65
Communication Services	3.19	3.96
Consumer Defensive	3.34	6.47