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Motilal Oswal Nifty 500 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹991 Cr | ₹2507 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 Feb 2021 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Value 20 TRI | NIFTY 500 TRI |
| Turn Over | 39% | 10% |
| Expense Ratio | 0.76 | 0.88 |
| Manager | Himanshu Mange | Swapnil P Mayekar |
| ISIN Code | INF204KB19Y8 | INF247L01940 |
| Exits Load | Data not available./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 | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | 2.85% | 3.41% |
| 6 Month | 3.57% | 7.94% |
| 1 Year | -3.85% | 4.71% |
| 3 Year | 13.87% | 15.32% |
| 5 Year | - | 19.72% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | -0.18% | 0.08% |
| 1 Year | -1.42% | 7.28% |
| 3 Year | 7.55% | 12.09% |
| 5 Year | - | 13.17% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 13.81% | 16.31% |
| 3 Year | 17.1% | 17.73% |
| 5 Year | - | 19.68% |
Risk Management
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 12.55% | 13.14% |
| Sharp | 0.58% | 0.66% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.94% | -0.99% |
Fund Managers
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Name | Himanshu Mange | Swapnil P Mayekar |
| Total AUM | ₹0 Cr | ₹9006 Cr |
| Funds Managed | 10 | 9 |
| Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.05 | 3.64 |
| Large Cap | 99.95 | 67.68 |
| Mid Cap | 0 | 18.95 |
| Small Cap | - | 10.2 |
Sector Allocation
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.05 | 0.42 |
| Technology | 23.74 | 8.93 |
| Basic Materials | 4.97 | 8.22 |
| Healthcare | 3.67 | 6.42 |
| Financial Services | 37.45 | 30.53 |
| Consumer Defensive | 8.92 | 6.75 |
| Consumer Cyclical | 10.35 | 11.95 |
| Energy | 4.19 | 7.37 |
| Utilities | 6.65 | 3.92 |
| Industrials | - | 11.09 |
| Communication Services | - | 3.73 |
| Real Estate | - | 1.14 |
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