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) | ₹1941 Cr | ₹2507 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 | 5.14% | 4.83% |
| 6 Month | 10.36% | 8.05% |
| 1 Year | 6.23% | 5.4% |
| 3 Year | 23.02% | 15.95% |
| 5 Year | - | 19.71% |
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 | 2.25% | 2.79% |
| 1 Year | 14.29% | 13.74% |
| 3 Year | 19.39% | 14.75% |
| 5 Year | - | 14.86% |
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% | 16.31% |
| 3 Year | 24.66% | 17.73% |
| 5 Year | - | 19.68% |
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 | 15.63% | 13.12% |
| Sharp | 0.90% | 0.65% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -1.00% |
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 | 2.18 | 3.64 |
| Mid Cap | 87.25 | 18.95 |
| Large Cap | 9.12 | 67.68 |
| Small Cap | 1.45 | 10.2 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | -0.14 | 0.42 |
| Utilities | 3.2 | 3.92 |
| Industrials | 18.5 | 11.09 |
| Financial Services | 23.58 | 30.53 |
| Consumer Cyclical | 13.47 | 11.95 |
| Basic Materials | 9.61 | 8.22 |
| Technology | 10.45 | 8.93 |
| Consumer Defensive | 4.56 | 6.75 |
| Healthcare | 8.73 | 6.42 |
| Real Estate | 2.87 | 1.14 |
| Energy | 2.4 | 7.37 |
| Communication Services | 2.77 | 3.73 |
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