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) | ₹1743 Cr | ₹2359 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 | 3.27% | 3.24% |
6 Month | 1.98% | 3.36% |
1 Year | 4.47% | 3.91% |
3 Year | 29.13% | 20.54% |
5 Year | - | 21.97% |
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 | 12.91% | 10.74% |
1 Year | 13.93% | 12.52% |
3 Year | 24.48% | 18.04% |
5 Year | - | 17.39% |
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 | 22.61% | 18.2% |
3 Year | 24.62% | 17.78% |
5 Year | - | 18.81% |
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 | 16.97% | 14.47% |
Sharp | 1.05% | 0.73% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -1.03% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0 | 0.79 |
Mid Cap | 87.5 | 17.44 |
Large Cap | 6.16 | 71.39 |
Small Cap | 6.33 | 2.87 |
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 | 0.27 |
Utilities | 2.01 | 3.34 |
Industrials | 19.51 | 8.24 |
Financial Services | 19.79 | 29.41 |
Basic Materials | 11.04 | 7.08 |
Technology | 10.24 | 10.23 |
Healthcare | 10.94 | 5.57 |
Consumer Cyclical | 12.96 | 9.76 |
Real Estate | 3.43 | 1.1 |
Energy | 2.6 | 7.37 |
Communication Services | 3.16 | 3.37 |
Consumer Defensive | 4.32 | 6.77 |
Top Comparisons
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns29.08%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns27.14%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns7.2%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.65%
SBI Gold Fund Regular Plan - Growth
3Y Returns21.93%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns22.14%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns22.63%
SBI Focused Fund - Regular Plan -Growth
3Y Returns19.77%