Nippon India Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Fund | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2607 Cr | ₹2631 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 01 Oct 2010 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 Total Return Index |
Turn Over | 6% | 50% |
Expense Ratio | 0.42 | 1 |
Manager | Himanshu Mange | Swapnil P Mayekar |
ISIN Code | INF204K01IE3 | INF247L01908 |
Exits Load | Nippon India Index Fund - Nifty 50 Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | 1.48% | -0.33% |
6 Month | 8.48% | 11.94% |
1 Year | 4.71% | -0.08% |
3 Year | 14.72% | 22.88% |
5 Year | 17.34% | 27.16% |
SIP Return Analysis
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | 1.56% | 2.25% |
1 Year | 11.36% | 14.46% |
3 Year | 12.21% | 19.05% |
5 Year | 12.49% | 20.29% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 11.21% | 25.79% |
3 Year | 12.57% | 25.97% |
5 Year | 12.2% | 28.31% |
Risk Management
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 11.76% | 15.65% |
Sharp | 0.59% | 0.91% |
Beta | 1.00% | 1.00% |
Alpha | -0.59% | -0.92% |
Fund Managers
Scheme Name | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Name | Himanshu Mange | Swapnil P Mayekar |
Total AUM | ₹0 Cr | ₹9006 Cr |
Funds Managed | 10 | 9 |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 3.05 | 2.27 |
Large Cap | 95.55 | 9.07 |
Mid Cap | 1.4 | 87.22 |
Small Cap | - | 1.44 |
Sector Allocation
Scheme Name |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | -0.07 | -0.04 |
Energy | 10.37 | 2.39 |
Technology | 9.91 | 10.39 |
Industrials | 7.09 | 18.4 |
Basic Materials | 6.33 | 9.56 |
Healthcare | 4.3 | 8.69 |
Consumer Defensive | 6.79 | 4.54 |
Financial Services | 36.5 | 23.88 |
Consumer Cyclical | 11.68 | 13.4 |
Communication Services | 4.54 | 2.75 |
Utilities | 2.56 | 3.18 |
Real Estate | - | 2.85 |
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