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Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2507 Cr | ₹375 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY Next 50 TRI |
| Turn Over | 10% | 50% |
| Expense Ratio | 0.88 | 1.03 |
| Manager | Swapnil P Mayekar | Swapnil P Mayekar |
| ISIN Code | INF247L01940 | INF247L01AD9 |
| Exits Load | 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 | Motilal Oswal Nifty Next 50 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 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | 2.17% | 1.61% |
| 6 Month | 6.24% | 7.4% |
| 1 Year | 6.97% | 2.03% |
| 3 Year | 14.97% | 17.01% |
| 5 Year | 18.06% | 18.81% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | 2.07% | 2.49% |
| 1 Year | 12.45% | 12.12% |
| 3 Year | 13.47% | 16.03% |
| 5 Year | 13.88% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 15.21% | 15% |
| 3 Year | 17.55% | 17.94% |
| 5 Year | 19.55% | 19.98% |
Risk Management
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 13.14% | 17.78% |
| Sharp | 0.66% | 0.64% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.99% | -0.97% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Swapnil P Mayekar |
| Total AUM | ₹9006 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 3.77 | 6.19 |
| Large Cap | 67.27 | 81.32 |
| Mid Cap | 18.96 | 12.5 |
| Small Cap | 10.04 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.37 | 0.02 |
| Energy | 7.58 | 5.62 |
| Utilities | 3.85 | 13.07 |
| Industrials | 11.03 | 10.82 |
| Financial Services | 30.7 | 20.17 |
| Technology | 9 | 2.26 |
| Consumer Defensive | 6.6 | 12.04 |
| Consumer Cyclical | 11.33 | 11.2 |
| Basic Materials | 8.16 | 12.69 |
| Communication Services | 3.88 | 2.3 |
| Healthcare | 6.36 | 6.31 |
| Real Estate | 1.18 | 3.52 |
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