Motilal Oswal Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1982 Cr | ₹289 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Sep 2019 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY Next 50 TRI |
Turn Over | 50% | 50% |
Expense Ratio | 1 | 1.03 |
Manager | Swapnil P Mayekar | Swapnil P Mayekar |
ISIN Code | INF247L01908 | INF247L01AD9 |
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 | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 5.16% | 2.91% |
6 Month | -1.66% | -8.26% |
1 Year | 4.33% | -5.7% |
3 Year | 28.08% | 21.65% |
5 Year | 30.91% | 21.1% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 11.7% | 7.69% |
1 Year | 10.51% | -1.94% |
3 Year | 23.24% | 18.14% |
5 Year | 23.62% | 17.18% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 27.45% | 19.46% |
3 Year | 26.11% | 18.01% |
5 Year | 27.95% | 18.81% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 16.194% | 18.72% |
Sharp | 0.828% | 0.517% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Name | Swapnil P Mayekar | Swapnil P Mayekar |
Total AUM | ₹9006 Cr | ₹9006 Cr |
Funds Managed | 9 | 9 |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.33 | 0.29 |
Mid Cap | 87.61 | 11.69 |
Large Cap | 5.92 | 88.01 |
Small Cap | 6.14 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.33 | 0.29 |
Utilities | 1.96 | 12.06 |
Industrials | 18.5 | 14.25 |
Financial Services | 20.17 | 23.82 |
Basic Materials | 11.22 | 10.14 |
Technology | 9.96 | 2.1 |
Healthcare | 11.46 | 5.81 |
Consumer Cyclical | 13.23 | 12.86 |
Real Estate | 3.28 | 3.52 |
Energy | 2.43 | 2.07 |
Communication Services | 3.13 | 2.66 |
Consumer Defensive | 4.35 | 10.41 |
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