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

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

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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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)	₹1027 Cr	₹2757 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

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month	1.42%	-1.45%
6 Month	2.99%	2.64%
1 Year	-3.53%	2.65%
3 Year	13.81%	14.44%
5 Year	-	15.56%

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month	3.87%	1.98%
1 Year	9.84%	13.95%
3 Year	9.87%	13.32%
5 Year	-	13.71%

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%	14.76%
3 Year	17.1%	17.41%
5 Year	-	19.4%

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation	12.40%	13.08%
Sharp	0.51%	0.60%
Beta	1.00%	1.00%
Alpha	-0.93%	-0.99%

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

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	0.03	3.79
Large Cap	99.97	67.76
Mid Cap	-	19
Small Cap	-	9.69

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	0.03	0.38
Technology	25.06	9.2
Basic Materials	4.94	7.92
Healthcare	3.63	6.4
Financial Services	38.95	31.29
Consumer Defensive	8.67	6.47
Consumer Cyclical	8.54	11.26
Energy	4.01	7.72
Utilities	6.17	3.64
Industrials	-	10.88
Communication Services	-	3.92
Real Estate	-	1.17