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Motilal Oswal Nifty 500 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare

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tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
Fund Nippon India Nifty Midcap 150 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) ₹2106 Cr ₹2757 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 17 Feb 2021 10 Sep 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY 500 TRI
Turn Over 36% 10%
Expense Ratio 0.8 0.88
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204KB15Z3 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 Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month -1.36% -1.1%
6 Month 1.11% 0.31%
1 Year 4.6% 5.72%
3 Year 22.72% 15.15%
5 Year - 15.52%

SIP Return Analysis

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month 3.05% 2.57%
1 Year 15.96% 12.62%
3 Year 17.52% 13.08%
5 Year - 13.81%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year 18.36% 14.76%
3 Year 24.66% 17.41%
5 Year - 19.4%

Risk Management

Scheme Name Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation 15.73% 13.08%
Sharp 0.96% 0.60%
Beta 1.00% 1.00%
Alpha -0.91% -0.99%

Fund Managers

Scheme Name Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan

Market Cap

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others 2.76 3.79
Mid Cap 86.76 19
Large Cap 9.15 67.76
Small Cap 1.33 9.69

Sector Allocation

Scheme Name

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others 0.06 0.38
Utilities 2.86 3.64
Industrials 18 10.88
Financial Services 25.35 31.29
Consumer Cyclical 13.09 11.26
Basic Materials 9.15 7.92
Technology 10.59 9.2
Consumer Defensive 4.21 6.47
Healthcare 8.47 6.4
Real Estate 2.93 1.17
Energy 2.27 7.72
Communication Services 3.01 3.92

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