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) | ₹2101 Cr | ₹1982 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 | 3.52% | 6.29% |
6 Month | 5.03% | 1.73% |
1 Year | 10.45% | 6.99% |
3 Year | 15.48% | 25.08% |
5 Year | 22.44% | 32.98% |
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 | 7.16% | 7.48% |
1 Year | 9.65% | 5.17% |
3 Year | 15.07% | 23.19% |
5 Year | 14.96% | 23.76% |
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 | 11.68% | 29.32% |
3 Year | 12.5% | 26.61% |
5 Year | 12.03% | 27.4% |
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 | 13.099% | 16.194% |
Sharp | 0.323% | 0.828% |
Beta | - | - |
Alpha | - | - |
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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 | 0.97 | 0.33 |
Large Cap | 97.75 | 5.92 |
Mid Cap | 1.27 | 87.61 |
Small Cap | - | 6.14 |
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 | 0.11 | 0.33 |
Energy | 10.96 | 2.43 |
Technology | 13.96 | 9.96 |
Industrials | 5.73 | 18.5 |
Basic Materials | 5.84 | 11.22 |
Consumer Defensive | 8 | 4.35 |
Financial Services | 34.31 | 20.17 |
Healthcare | 3.91 | 11.46 |
Consumer Cyclical | 10.32 | 13.23 |
Communication Services | 4.13 | 3.13 |
Utilities | 2.75 | 1.96 |
Real Estate | - | 3.28 |
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