Motilal Oswal Nifty Midcap 150 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Fund | Nippon India Nifty Midcap 150 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) | ₹1857 Cr | ₹2502 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Feb 2021 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 Total Return Index |
Turn Over | 36% | 50% |
Expense Ratio | 0.8 | 1 |
Manager | Himanshu Mange | Swapnil P Mayekar |
ISIN Code | INF204KB15Z3 | 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 Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | 3.03% | 3.02% |
6 Month | 19.53% | 19.61% |
1 Year | -2.57% | -2.51% |
3 Year | 20.39% | 20.35% |
5 Year | - | 26.81% |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | 4.01% | 4% |
1 Year | 7.21% | 7.23% |
3 Year | 18.38% | 18.42% |
5 Year | - | 20.25% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 20.24% | 26.41% |
3 Year | 25.02% | 26.23% |
5 Year | - | 29.46% |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 15.76% | 15.80% |
Sharp | 0.83% | 0.83% |
Beta | 1.00% | 1.00% |
Alpha | -0.91% | -0.98% |
Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 1.73 | 1.75 |
Mid Cap | 90.29 | 90.17 |
Small Cap | 3.02 | 3.03 |
Large Cap | 4.96 | 5.05 |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.09 | 0.09 |
Utilities | 3.23 | 3.17 |
Industrials | 19.34 | 19.28 |
Financial Services | 21.87 | 22.15 |
Basic Materials | 11.21 | 11.17 |
Technology | 9.92 | 10.18 |
Consumer Cyclical | 10.19 | 10.38 |
Healthcare | 12.2 | 11.89 |
Real Estate | 2.99 | 2.97 |
Energy | 2.49 | 2.31 |
Communication Services | 3.02 | 2.89 |
Consumer Defensive | 3.46 | 3.53 |
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