Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Nifty 500 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

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) ₹924 Cr ₹2040 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 0.84% 3.17%
6 Month -8.27% -3.24%
1 Year 2.84% 4.94%
3 Year 14.08% 14.12%
5 Year - 22.15%

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 -3.35% 1.75%
1 Year -10.95% -3.7%
3 Year 12.54% 14.54%
5 Year - 15.89%

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 18.01% 20.17%
3 Year 18.41% 18.05%
5 Year - 18.26%

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 13.179% 13.77%
Sharp 0.668% 0.51%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 0.48 0.79
Large Cap 97.78 71.39
Mid Cap 1.74 17.44
Small Cap - 2.87

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 0.08 0.27
Technology 33.47 10.23
Energy 6.43 7.37
Basic Materials 4.77 7.08
Financial Services 24.46 29.41
Healthcare 1.97 5.57
Consumer Defensive 12.64 6.77
Consumer Cyclical 8.48 9.76
Utilities 7.7 3.34
Industrials - 8.24
Real Estate - 1.1
Communication Services - 3.37

Top Comparisons

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

3Y Returns8.26%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns11.06%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns18.76%

VS

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns15.8%

VS

Sundaram Flexicap Fund Regular Growth Sundaram Flexicap Fund Regular Growth

3Y Returns0%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns28.45%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns17.06%

Compare Now
Add to Cart Successfully