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) | ₹1857 Cr | ₹2427 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 | 3.85% | 3.34% |
6 Month | 20.85% | 15.88% |
1 Year | -2.22% | -2% |
3 Year | 21.82% | 15.32% |
5 Year | - | 19.52% |
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 | 4.08% | 3.35% |
1 Year | 12.91% | 10.36% |
3 Year | 19.9% | 14.33% |
5 Year | - | 14.63% |
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 | 20.24% | 17.23% |
3 Year | 25.02% | 17.88% |
5 Year | - | 20.57% |
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 | 15.76% | 13.38% |
Sharp | 0.83% | 0.53% |
Beta | 1.00% | 1.00% |
Alpha | -0.91% | -1.01% |
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 | 1.77 | 2.48 |
Mid Cap | 90.11 | 18.7 |
Small Cap | 3.04 | 10.32 |
Large Cap | 5.07 | 68.48 |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Others | 0.1 | 0.14 |
Utilities | 3.19 | 3.63 |
Industrials | 19.35 | 11.09 |
Financial Services | 21.83 | 30.26 |
Basic Materials | 11.21 | 8.24 |
Technology | 10.22 | 9.16 |
Consumer Cyclical | 10.42 | 11.57 |
Healthcare | 11.93 | 6.56 |
Real Estate | 2.98 | 1.17 |
Energy | 2.32 | 7.32 |
Communication Services | 2.9 | 3.86 |
Consumer Defensive | 3.54 | 6.97 |
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