Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Nifty Next 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Fund Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2312 Cr ₹341 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Sep 2019 23 Dec 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 Total Return Index NIFTY Next 50 TRI
Turn Over 50% 50%
Expense Ratio 1 1.03
Manager Swapnil P Mayekar Swapnil P Mayekar
ISIN Code INF247L01908 INF247L01AD9
Exits Load 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 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month 3.88% 3.32%
6 Month 3.14% 0.86%
1 Year 4.01% -4.71%
3 Year 29.16% 22.77%
5 Year 30.56% 21.11%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month 12.95% 10.01%
1 Year 14.02% 3.56%
3 Year 24.52% 20.18%
5 Year 24.31% 18.39%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year 27.45% 19.46%
3 Year 26.11% 18.01%
5 Year 27.95% 18.81%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 17.00% 19.50%
Sharp 1.05% 0.67%
Beta 1.00% 1.00%
Alpha -0.96% -0.99%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Name Swapnil P Mayekar Swapnil P Mayekar
Total AUM ₹9006 Cr ₹9006 Cr
Funds Managed 9 9
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

Others 0.33 0.29
Mid Cap 87.61 11.69
Large Cap 5.92 88.01
Small Cap 6.14 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

Others 0.33 0.29
Utilities 1.96 12.06
Industrials 18.5 14.25
Financial Services 20.17 23.82
Basic Materials 11.22 10.14
Technology 9.96 2.1
Healthcare 11.46 5.81
Consumer Cyclical 13.23 12.86
Real Estate 3.28 3.52
Energy 2.43 2.07
Communication Services 3.13 2.66
Consumer Defensive 4.35 10.41

Top Comparisons

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns11.49%

VS

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns10.47%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns7.69%

VS

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns7.26%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns21.97%

VS

Aditya Birla Sun Life Large Cap Fund-Growth Aditya Birla Sun Life Large Cap Fund-Growth

3Y Returns20.38%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.37%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns6.31%

Compare Now
Add to Cart Successfully