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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) | ₹1982 Cr | ₹2040 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 | 5.16% | 2.61% |
| 6 Month | -1.66% | -1.89% |
| 1 Year | 4.33% | 3.8% |
| 3 Year | 28.08% | 19.39% |
| 5 Year | 30.91% | 22.57% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 11.7% | 8.07% |
| 1 Year | 10.51% | 6.33% |
| 3 Year | 23.24% | 15.82% |
| 5 Year | 23.62% | 16.13% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 27.45% | 18.2% |
| 3 Year | 26.11% | 17.78% |
| 5 Year | 27.95% | 18.81% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 16.194% | 13.77% |
| Sharp | 0.828% | 0.51% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0.33 | 0.79 |
| Mid Cap | 87.61 | 17.44 |
| Large Cap | 5.92 | 71.39 |
| Small Cap | 6.14 | 2.87 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.33 | 0.27 |
| Utilities | 1.96 | 3.34 |
| Industrials | 18.5 | 8.24 |
| Financial Services | 20.17 | 29.41 |
| Basic Materials | 11.22 | 7.08 |
| Technology | 9.96 | 10.23 |
| Healthcare | 11.46 | 5.57 |
| Consumer Cyclical | 13.23 | 9.76 |
| Real Estate | 3.28 | 1.1 |
| Energy | 2.43 | 7.37 |
| Communication Services | 3.13 | 3.37 |
| Consumer Defensive | 4.35 | 6.77 |
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