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) | ₹2502 Cr | ₹2198 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 | 3.84% | 4.17% |
6 Month | 20.92% | 15.84% |
1 Year | -2.16% | -0.79% |
3 Year | 21.8% | 17.09% |
5 Year | 26.18% | 22.53% |
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% | 5.13% |
1 Year | 12.93% | 14.78% |
3 Year | 19.94% | 16% |
5 Year | 20.97% | 16.68% |
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 | 26.41% | 8.82% |
3 Year | 26.23% | 18.46% |
5 Year | 29.46% | 17.56% |
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 | 15.80% | 13.24% |
Sharp | 0.83% | 0.65% |
Beta | 1.00% | - |
Alpha | -0.98% | - |
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 | 1.75 | 3.74 |
Mid Cap | 90.17 | 4.02 |
Small Cap | 3.03 | - |
Large Cap | 5.05 | 92.24 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.09 | 0.06 |
Utilities | 3.17 | 3.95 |
Industrials | 19.28 | 5.8 |
Financial Services | 22.15 | 23.09 |
Basic Materials | 11.17 | 12.62 |
Technology | 10.18 | 9.06 |
Consumer Cyclical | 10.38 | 19.39 |
Healthcare | 11.89 | 8.2 |
Real Estate | 2.97 | - |
Energy | 2.31 | 7.61 |
Communication Services | 2.89 | 1.96 |
Consumer Defensive | 3.53 | 8.27 |
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