Motilal Oswal Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹289 Cr | ₹130 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Dec 2019 | 16 Apr 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 50% | 54% |
Expense Ratio | 1.03 | 0.8 |
Manager | Swapnil P Mayekar | Praveen Ayathan |
ISIN Code | INF247L01AD9 | INF917K01D95 |
Exits Load | 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 | 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 Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 2.91% | 2.93% |
6 Month | -8.26% | -8.5% |
1 Year | -5.7% | -5.85% |
3 Year | 21.65% | 21.51% |
5 Year | 21.1% | 21.36% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 7.69% | 7.67% |
1 Year | -1.94% | -2.18% |
3 Year | 18.14% | 18.04% |
5 Year | 17.18% | 17.16% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 19.46% | 18.64% |
3 Year | 18.01% | 18.49% |
5 Year | 18.81% | 22.58% |
Risk Management
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.72% | 19.623% |
Sharp | 0.517% | 0.365% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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 Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.29 | -0.01 |
Large Cap | 88.01 | 88.52 |
Mid Cap | 11.69 | 11.49 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.29 | -0.01 |
Industrials | 14.25 | 14.79 |
Healthcare | 5.81 | 5.55 |
Consumer Defensive | 10.41 | 10.67 |
Financial Services | 23.82 | 23.97 |
Basic Materials | 10.14 | 9.75 |
Utilities | 12.06 | 12.26 |
Technology | 2.1 | 2.41 |
Energy | 2.07 | 2.13 |
Real Estate | 3.52 | 3.59 |
Consumer Cyclical | 12.86 | 12.23 |
Communication Services | 2.66 | 2.67 |
Top Comparisons
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns19.03%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns10.97%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.99%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.34%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns19.03%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns18.57%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns19.09%
DSP Global Innovation Fund of Fund - Regular - Growth
3Y Returns23.26%