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Motilal Oswal Nifty Midcap 150 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Fund Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2631 Cr ₹2285 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 10 Sep 2019 23 Oct 2017
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 Total Return Index NIFTY 50 Equal Weight Total Return Index
Turn Over 50% 25%
Expense Ratio 1 0.91
Manager Swapnil P Mayekar Anil Ghelani
ISIN Code INF247L01908 INF740KA1CO4
Exits Load Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month 3.39% 2.45%
6 Month 12% 8.82%
1 Year 6.2% 7.78%
3 Year 22.27% 16.39%
5 Year 26.86% 22.43%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month 3.57% 4.87%
1 Year 16.45% 18.03%
3 Year 19.4% 15.87%
5 Year 20.41% 16.29%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year 25.79% 8.23%
3 Year 25.97% 18.32%
5 Year 28.31% 17.88%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 15.75% 12.97%
Sharp 0.96% 0.78%
Beta 1.00% 1.02%
Alpha -0.93% 1.55%

Fund Managers

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Name Swapnil P Mayekar Anil Ghelani
Total AUM ₹9006 Cr ₹0 Cr
Funds Managed 9 5
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Others 2.27 4.07
Mid Cap 87.22 3.95
Large Cap 9.07 91.98
Small Cap 1.44 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Others -0.04 0.04
Utilities 3.18 4.02
Industrials 18.4 8.07
Financial Services 23.88 22.01
Consumer Cyclical 13.4 16.03
Basic Materials 9.56 12.08
Technology 10.39 9.87
Consumer Defensive 4.54 8.03
Healthcare 8.69 9.88
Real Estate 2.85 -
Energy 2.39 8.01
Communication Services 2.75 1.96

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