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) | ₹396 Cr | ₹142 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 | -1.9% | -1.89% |
| 6 Month | 1.56% | 1.68% |
| 1 Year | -6.22% | -6.35% |
| 3 Year | 15.75% | 15.75% |
| 5 Year | 16.14% | 16.22% |
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 | 0.14% | 0.19% |
| 1 Year | 10.34% | 10.52% |
| 3 Year | 14.33% | 14.33% |
| 5 Year | 14.36% | 14.35% |
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 | 14.47% | 11.84% |
| 3 Year | 17.89% | 18.29% |
| 5 Year | 19.84% | 20.29% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.83% | 17.85% |
| Sharp | 0.57% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.98% | -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 | 6.02 | 6.22 |
| Large Cap | 81.39 | 81.29 |
| Mid Cap | 12.59 | 12.5 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.06 | 0.05 |
| Industrials | 10.62 | 10.82 |
| Healthcare | 6.26 | 6.3 |
| Financial Services | 20.2 | 20.16 |
| Energy | 5.63 | 5.62 |
| Consumer Cyclical | 11.44 | 11.2 |
| Basic Materials | 12.85 | 12.69 |
| Consumer Defensive | 12.21 | 12.03 |
| Utilities | 12.63 | 13.06 |
| Technology | 2.45 | 2.26 |
| Real Estate | 3.41 | 3.52 |
| Communication Services | 2.24 | 2.29 |
Top Comparisons
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns24.36%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.41%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.52%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns13.54%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns14.94%
Quant BFSI Fund Regular - Growth
3Y Returns0%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.51%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns21.18%