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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) | ₹2929 Cr | ₹142 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 | 1.52% | 2.74% |
| 6 Month | 1.16% | 0.79% |
| 1 Year | 6.07% | 4.11% |
| 3 Year | 22.74% | 17.89% |
| 5 Year | 21.16% | 14.78% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 4.07% | 2.99% |
| 1 Year | 18.66% | 14.33% |
| 3 Year | 17.94% | 15.28% |
| 5 Year | 19.5% | 15.03% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 23.91% | 10.28% |
| 3 Year | 25.45% | 18.22% |
| 5 Year | 27.17% | 20.09% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 14.7% | 16.7% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 2.37 | 6.02 |
| Mid Cap | 86.73 | 12.6 |
| Large Cap | 9.64 | 81.38 |
| Small Cap | 1.26 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.09 | 0.06 |
| Utilities | 2.82 | 12.63 |
| Industrials | 17.44 | 10.62 |
| Financial Services | 25.67 | 20.2 |
| Consumer Cyclical | 13.69 | 11.44 |
| Basic Materials | 9.51 | 12.86 |
| Technology | 10.05 | 2.45 |
| Consumer Defensive | 4.2 | 12.21 |
| Healthcare | 8.34 | 6.26 |
| Real Estate | 2.89 | 3.41 |
| Energy | 2.4 | 5.63 |
| Communication Services | 3.09 | 2.24 |
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