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Motilal Oswal Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹375 Cr ₹139 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 1% 1.02%
6 Month 8.24% 8.42%
1 Year -1.72% -1.86%
3 Year 16.7% 16.68%
5 Year 19.24% 19.31%

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 2.49% 2.55%
1 Year 12.12% 12.24%
3 Year 16.03% 16.02%
5 Year 15.37% 15.35%

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 16.29% 14.8%
3 Year 18.05% 18.5%
5 Year 19.93% 20.82%

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 17.78% 17.80%
Sharp 0.64% 0.64%
Beta 1.00% 1.00%
Alpha -0.97% -1.00%

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 6.19 6.15
Large Cap 81.32 81.38
Mid Cap 12.5 12.47

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.02 0.06
Industrials 10.82 11.23
Healthcare 6.31 5.93
Financial Services 20.17 19.99
Energy 5.62 5.37
Consumer Cyclical 11.2 11.5
Basic Materials 12.69 12.89
Consumer Defensive 12.04 12.46
Utilities 13.07 12.79
Technology 2.26 2.11
Real Estate 3.52 3.42
Communication Services 2.3 2.24

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