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)	₹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

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month	-2.06%	-1.45%
6 Month	2.36%	2.64%
1 Year	0.91%	2.65%
3 Year	21.5%	14.44%
5 Year	22.34%	15.56%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month	1.95%	1.98%
1 Year	17%	13.95%
3 Year	17.89%	13.32%
5 Year	19.36%	13.71%

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%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation	15.75%	13.08%
Sharp	0.96%	0.60%
Beta	1.00%	1.00%
Alpha	-0.93%	-0.99%

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	2.71	3.79
Mid Cap	86.84	19
Large Cap	9.12	67.76
Small Cap	1.33	9.69

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