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 |
Top Comparisons
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.93%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.11%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.6%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns12.51%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.47%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns17.76%