Motilal Oswal Nifty 500 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
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 | -1.1% | -0.51% |
| 6 Month | 2.92% | 3.13% |
| 1 Year | 1.48% | 2.24% |
| 3 Year | 21.5% | 14.38% |
| 5 Year | - | 16.16% |
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 | 2% | 1.98% |
| 1 Year | 17.07% | 13.95% |
| 3 Year | 17.89% | 13.32% |
| 5 Year | - | 13.71% |
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% | 14.83% |
| 3 Year | 24.66% | 17.49% |
| 5 Year | - | 19.48% |
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 | 2.59 | 3.79 |
| Mid Cap | 87.08 | 19 |
| Large Cap | 8.96 | 67.76 |
| Small Cap | 1.38 | 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 | -0.05 | 0.38 |
| Utilities | 3.08 | 3.64 |
| Industrials | 18.23 | 10.88 |
| Financial Services | 24.41 | 31.29 |
| Consumer Cyclical | 13.09 | 11.26 |
| Basic Materials | 9.34 | 7.92 |
| Technology | 10.68 | 9.2 |
| Consumer Defensive | 4.36 | 6.47 |
| Healthcare | 8.48 | 6.4 |
| Real Estate | 3.09 | 1.17 |
| Energy | 2.41 | 7.72 |
| Communication Services | 2.88 | 3.92 |
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