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) | ₹2472 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 | -1.78% | 1.01% |
6 Month | 15% | 11.04% |
1 Year | 0.2% | 1.06% |
3 Year | 21.93% | 16.25% |
5 Year | 26.95% | 22.12% |
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 | 3.71% | 3% |
1 Year | 4.76% | 5.85% |
3 Year | 18.86% | 14.19% |
5 Year | 20.63% | 15.95% |
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 | 15.77% | 13.33% |
Sharp | 1.02% | 0.73% |
Beta | 1.00% | - |
Alpha | -0.99% | - |
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 | 1.62 | 4.09 |
Mid Cap | 90.43 | 4.13 |
Small Cap | 3.01 | - |
Large Cap | 4.94 | 91.78 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | -0.02 | 0.24 |
Utilities | 3.22 | 4.1 |
Industrials | 19.28 | 5.98 |
Financial Services | 22.21 | 23.85 |
Basic Materials | 11.18 | 12.47 |
Technology | 9.89 | 9.08 |
Consumer Cyclical | 10.16 | 17.99 |
Healthcare | 12.16 | 8.29 |
Real Estate | 2.98 | - |
Energy | 2.48 | 7.88 |
Communication Services | 3.01 | 1.99 |
Consumer Defensive | 3.45 | 8.12 |
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