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) | ₹3052 Cr | ₹2929 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 | -0.66% | -1.09% |
| 6 Month | 2.37% | 1.85% |
| 1 Year | 10.49% | 4.83% |
| 3 Year | 13.7% | 23.46% |
| 5 Year | 14.04% | 22.94% |
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 | 3.46% | 2.99% |
| 1 Year | 13.82% | 15.84% |
| 3 Year | 12.51% | 17.5% |
| 5 Year | 12.67% | 19.48% |
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 | 10.92% | 24.12% |
| 3 Year | 12.63% | 25.48% |
| 5 Year | 12.29% | 27.26% |
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 | 12.46% | 15.75% |
| Sharp | 0.65% | 0.96% |
| Beta | 0.99% | 1.00% |
| Alpha | -2.22% | -0.93% |
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 | 3.34 | 2.71 |
| Large Cap | 95.31 | 9.12 |
| Mid Cap | 1.34 | 86.84 |
| Small Cap | - | 1.33 |
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 | 0.03 | 0.03 |
| Energy | 10.88 | 2.27 |
| Technology | 10.23 | 10.55 |
| Industrials | 7.25 | 17.94 |
| Basic Materials | 6.17 | 9.12 |
| Healthcare | 4.32 | 8.44 |
| Consumer Defensive | 6.49 | 4.2 |
| Financial Services | 36.82 | 25.66 |
| Consumer Cyclical | 10.7 | 13.04 |
| Communication Services | 4.79 | 3 |
| Utilities | 2.32 | 2.85 |
| Real Estate | - | 2.92 |
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