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Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

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tortoise-icon Motilal Oswal Nifty 500 Index Fund - Regular Plan

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2427 Cr ₹356 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 2.33% 3.14%
6 Month 15.38% 16.36%
1 Year -2.79% -9.07%
3 Year 14.12% 14.43%
5 Year 19.28% 19.47%

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 3.35% 3.46%
1 Year 10.36% 7.6%
3 Year 14.33% 17.02%
5 Year 14.63% 16.11%

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 17.23% 17.4%
3 Year 17.88% 18.29%
5 Year 20.57% 20.53%

Risk Management

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 13.38% 17.93%
Sharp 0.53% 0.47%
Beta 1.00% 1.00%
Alpha -1.01% -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 2.48 2.69
Large Cap 68.48 87.65
Mid Cap 18.7 9.65
Small Cap 10.32 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 0.14 0.38
Energy 7.32 4.87
Utilities 3.63 10.49
Industrials 11.09 14.47
Financial Services 30.26 19.56
Technology 9.16 2.09
Consumer Defensive 6.97 14.21
Consumer Cyclical 11.57 11.86
Basic Materials 8.24 10.07
Communication Services 3.86 2.32
Healthcare 6.56 6.13
Real Estate 1.17 3.55

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