Motilal Oswal Nifty Midcap 150 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1027 Cr | ₹2929 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 Feb 2021 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Value 20 TRI | NIFTY Midcap 150 Total Return Index |
| Turn Over | 39% | 50% |
| Expense Ratio | 0.76 | 1 |
| Manager | Himanshu Mange | Swapnil P Mayekar |
| ISIN Code | INF204KB19Y8 | INF247L01908 |
| Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | 1.52% | 1.05% |
| 6 Month | 3.47% | 2.75% |
| 1 Year | -1.67% | 4.8% |
| 3 Year | 14.32% | 23.11% |
| 5 Year | - | 22.71% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 4.33% | 4.07% |
| 1 Year | 10.99% | 18.66% |
| 3 Year | 9.69% | 17.94% |
| 5 Year | - | 19.5% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 13.81% | 23.94% |
| 3 Year | 17.1% | 25.46% |
| 5 Year | - | 27.18% |
Risk Management
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 12.88% | 14.7% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Name | Himanshu Mange | Swapnil P Mayekar |
| Total AUM | ₹0 Cr | ₹9006 Cr |
| Funds Managed | 10 | 9 |
| Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.03 | 0.03 |
| Large Cap | 99.97 | 4.12 |
| Mid Cap | - | 92.9 |
| Small Cap | - | 2.92 |
Sector Allocation
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.03 | 0.03 |
| IT - Software | 25.06 | 6.02 |
| Non - Ferrous Metals | 2.61 | 0.61 |
| Cement & Cement Products | 2.33 | 1.35 |
| Pharmaceuticals & Biotechnology | 3.63 | 6.57 |
| Banks | 38.95 | 9.64 |
| Diversified FMCG | 8.67 | - |
| Automobiles | 8.55 | 2.09 |
| Oil | 2.1 | 0.59 |
| Consumable Fuels | 1.9 | - |
| Power | 6.17 | 1.87 |
| Industrial Products | - | 5.46 |
| Finance | - | 6.17 |
| Retailing | - | 2.53 |
| IT - Services | - | 0.62 |
| Personal Products | - | 1.85 |
| Electrical Equipment | - | 6.11 |
| Agricultural, Commercial & Construction Vehicles | - | 1.51 |
| Healthcare Services | - | 1.84 |
| Auto Components | - | 5.8 |
| Realty | - | 2.93 |
| Petroleum Products | - | 1.15 |
| Chemicals & Petrochemicals | - | 2.08 |
| Transport Services | - | 0.46 |
| Ferrous Metals | - | 1.58 |
| Capital Markets | - | 6.01 |
| Telecom - Services | - | 3.01 |
| Fertilizers & Agrochemicals | - | 2.72 |
| Aerospace & Defense | - | 0.36 |
| Insurance | - | 2.22 |
| Agricultural Food & other Products | - | 1.71 |
| Gas | - | 1.51 |
| Consumer Durables | - | 3.91 |
| Diversified | - | 0.38 |
| Cigarettes & Tobacco Products | - | 0.31 |
| Leisure Services | - | 1.66 |
| Construction | - | 0.7 |
| Financial Technology (Fintech) | - | 2.87 |
| Minerals & Mining | - | 0.67 |
| Industrial Manufacturing | - | 0.57 |
| Beverages | - | 0.32 |
| Textiles & Apparels | - | 0.94 |
| Transport Infrastructure | - | 1.24 |
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