Motilal Oswal Nifty Midcap 150 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
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) | ₹2929 Cr | ₹2390 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 | 1.29% | 1.49% |
| 6 Month | 2.25% | 5.63% |
| 1 Year | 7.45% | 14.51% |
| 3 Year | 23.39% | 18.18% |
| 5 Year | 22.04% | 18.03% |
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 | 4.07% | 4.85% |
| 1 Year | 18.66% | 19.21% |
| 3 Year | 17.94% | 15.49% |
| 5 Year | 19.5% | 15.89% |
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 | 23.94% | 8.15% |
| 3 Year | 25.46% | 18.06% |
| 5 Year | 27.18% | 18.37% |
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 | 14.7% | 13.13% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 0.03 | 0.04 |
| Mid Cap | 92.9 | - |
| Small Cap | 2.92 | - |
| Large Cap | 4.12 | 99.96 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.03 | 0.04 |
| Power | 1.87 | 3.7 |
| Industrial Products | 5.46 | - |
| Finance | 6.17 | 8.66 |
| Banks | 9.64 | 10.41 |
| Retailing | 2.53 | 3.49 |
| Cement & Cement Products | 1.35 | 3.77 |
| IT - Services | 0.62 | - |
| Personal Products | 1.85 | - |
| Pharmaceuticals & Biotechnology | 6.57 | 6.08 |
| Electrical Equipment | 6.11 | - |
| Agricultural, Commercial & Construction Vehicles | 1.51 | - |
| IT - Software | 6.02 | 10.36 |
| Healthcare Services | 1.84 | 3.86 |
| Auto Components | 5.8 | - |
| Realty | 2.93 | - |
| Petroleum Products | 1.15 | 2.22 |
| Chemicals & Petrochemicals | 2.08 | - |
| Transport Services | 0.46 | 2.02 |
| Ferrous Metals | 1.58 | 3.85 |
| Capital Markets | 6.01 | - |
| Telecom - Services | 3.01 | 2.11 |
| Non - Ferrous Metals | 0.61 | 2.11 |
| Automobiles | 2.09 | 8.96 |
| Fertilizers & Agrochemicals | 2.72 | - |
| Aerospace & Defense | 0.36 | 1.98 |
| Insurance | 2.22 | 4.05 |
| Agricultural Food & other Products | 1.71 | 2.01 |
| Gas | 1.51 | - |
| Consumer Durables | 3.91 | 4.57 |
| Diversified | 0.38 | - |
| Cigarettes & Tobacco Products | 0.31 | - |
| Oil | 0.59 | 1.97 |
| Leisure Services | 1.66 | - |
| Construction | 0.7 | 2.17 |
| Financial Technology (Fintech) | 2.87 | - |
| Minerals & Mining | 0.67 | - |
| Industrial Manufacturing | 0.57 | - |
| Beverages | 0.32 | - |
| Textiles & Apparels | 0.94 | - |
| Transport Infrastructure | 1.24 | 2.09 |
| Diversified FMCG | - | 3.85 |
| Food Products | - | 2.09 |
| Metals & Minerals Trading | - | 1.72 |
| Consumable Fuels | - | 1.86 |
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