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) | ₹360 Cr | ₹138 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 | -1.91% | -1.89% |
6 Month | 8.36% | 8.34% |
1 Year | -9.41% | -9.58% |
3 Year | 17.73% | 17.64% |
5 Year | 19.92% | 20.19% |
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 | 4.54% | 4.57% |
1 Year | -0.13% | -0.29% |
3 Year | 17.54% | 17.47% |
5 Year | 16.86% | 16.84% |
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 | 18.95% | 18.95% |
Sharp | 0.86% | 0.85% |
Beta | 1.00% | 1.00% |
Alpha | -0.97% | -1.10% |
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 | 2.66 | 2.62 |
Large Cap | 87.69 | 87.72 |
Mid Cap | 9.65 | 9.66 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.24 | 0.2 |
Industrials | 14.78 | 14.79 |
Consumer Cyclical | 10.73 | 10.74 |
Healthcare | 6.15 | 6.15 |
Consumer Defensive | 13.09 | 13.1 |
Financial Services | 20.88 | 20.89 |
Energy | 4.99 | 4.99 |
Basic Materials | 10.02 | 10.02 |
Utilities | 10.75 | 10.76 |
Technology | 2.06 | 2.06 |
Real Estate | 3.87 | 3.87 |
Communication Services | 2.42 | 2.42 |
Top Comparisons
WhiteOak Capital Mid Cap Fund Regular Plan Growth
3Y Returns0%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns24.74%
SBI Small Cap Fund Regular Growth
3Y Returns18.36%
HSBC Small Cap Fund Regular Growth
3Y Returns22.65%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns16.58%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns25.48%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.51%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.08%