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) | ₹2040 Cr | ₹289 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 | 3.17% | 2.23% |
6 Month | -3.24% | -8.2% |
1 Year | 4.94% | -0.87% |
3 Year | 14.12% | 14.55% |
5 Year | 22.15% | 21.12% |
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 | 1.75% | 0.69% |
1 Year | -3.7% | -11.55% |
3 Year | 14.54% | 17.93% |
5 Year | 15.89% | 17.27% |
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 | 20.17% | 22.58% |
3 Year | 18.05% | 18.3% |
5 Year | 18.26% | 17.02% |
Risk Management
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 13.77% | 18.72% |
Sharp | 0.51% | 0.517% |
Beta | - | - |
Alpha | - | - |
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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 | 0.79 | 0.29 |
Large Cap | 71.39 | 88.01 |
Mid Cap | 17.44 | 11.69 |
Small Cap | 2.87 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.27 | 0.29 |
Energy | 7.37 | 2.07 |
Industrials | 8.24 | 14.25 |
Financial Services | 29.41 | 23.82 |
Technology | 10.23 | 2.1 |
Basic Materials | 7.08 | 10.14 |
Healthcare | 5.57 | 5.81 |
Consumer Defensive | 6.77 | 10.41 |
Consumer Cyclical | 9.76 | 12.86 |
Real Estate | 1.1 | 3.52 |
Utilities | 3.34 | 12.06 |
Communication Services | 3.37 | 2.66 |
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