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

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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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)	₹2468 Cr	₹360 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

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month	-2.4%	-2.24%
6 Month	8.41%	8.35%
1 Year	-1.56%	-9.25%
3 Year	16.11%	17.74%
5 Year	20.4%	19.84%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month	5%	4.54%
1 Year	6.24%	-0.13%
3 Year	15.27%	17.54%
5 Year	15.73%	16.86%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year	18.2%	19.46%
3 Year	17.78%	18.01%
5 Year	18.81%	18.81%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation	13.99%	18.95%
Sharp	0.96%	0.86%
Beta	1.00%	1.00%
Alpha	-1.03%	-0.97%

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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

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Others	2.68	2.66
Large Cap	67.95	87.69
Mid Cap	18.83	9.65
Small Cap	10.52	-

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Others	0.22	0.24
Energy	7.65	4.99
Utilities	3.73	10.75
Industrials	11.19	14.78
Financial Services	30.92	20.88
Technology	9.53	2.06
Consumer Defensive	6.47	13.09
Consumer Cyclical	10.68	10.73
Basic Materials	8.03	10.02
Communication Services	3.96	2.42
Healthcare	6.3	6.15
Real Estate	1.27	3.87