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Motilal Oswal Nifty Midcap 150 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2460 Cr | ₹138 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Sep 2019 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY Next 50 TRI |
| Turn Over | 50% | 54% |
| Expense Ratio | 1 | 0.8 |
| Manager | Swapnil P Mayekar | Praveen Ayathan |
| ISIN Code | INF247L01908 | INF917K01D95 |
| 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 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -2% | -2.21% |
| 6 Month | 10.28% | 8.33% |
| 1 Year | -1.31% | -9.41% |
| 3 Year | 23.87% | 17.65% |
| 5 Year | 29.19% | 20.1% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 7.93% | 4.57% |
| 1 Year | 10.17% | -0.29% |
| 3 Year | 22.05% | 17.47% |
| 5 Year | 22.78% | 16.84% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 27.45% | 18.64% |
| 3 Year | 26.11% | 18.49% |
| 5 Year | 27.95% | 22.58% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 16.47% | 18.95% |
| Sharp | 1.26% | 0.85% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.99% | -1.10% |
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Fund Managers
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Swapnil P Mayekar | Praveen Ayathan |
| Total AUM | ₹9006 Cr | ₹3762 Cr |
| Funds Managed | 9 | 5 |
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 1.75 | 2.62 |
| Mid Cap | 90.34 | 9.66 |
| Small Cap | 2.89 | - |
| Large Cap | 5.02 | 87.72 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0 | 0.2 |
| Utilities | 3.33 | 10.76 |
| Industrials | 19.33 | 14.79 |
| Financial Services | 22.97 | 20.89 |
| Basic Materials | 11.12 | 10.02 |
| Technology | 9.79 | 2.06 |
| Consumer Cyclical | 9.98 | 10.74 |
| Healthcare | 11.33 | 6.15 |
| Real Estate | 3.14 | 3.87 |
| Energy | 2.49 | 4.99 |
| Communication Services | 3.19 | 2.42 |
| Consumer Defensive | 3.34 | 13.1 |
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