Nippon India Nifty 50 Value 20 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular 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) | ₹1024 Cr | ₹2460 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 19 Feb 2021 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY Midcap 150 Total Return Index |
Turn Over | 39% | 50% |
Expense Ratio | 0.76 | 1 |
Manager | Himanshu Mange | Swapnil P Mayekar |
ISIN Code | INF204KB19Y8 | INF247L01908 |
Exits Load | Data not available./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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | -3.04% | -2.65% |
6 Month | -4.64% | 7.51% |
1 Year | -10.43% | -2.62% |
3 Year | 13.78% | 23.51% |
5 Year | - | 28.84% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | -0.35% | 7.93% |
1 Year | -8.77% | 10.17% |
3 Year | 10.11% | 22.05% |
5 Year | - | 22.78% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 14.48% | 26.41% |
3 Year | 17.54% | 26.23% |
5 Year | - | 29.46% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 13.37% | 16.47% |
Sharp | 0.84% | 1.26% |
Beta | 1.00% | 1.00% |
Alpha | -0.94% | -0.99% |
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Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular 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 Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.47 | 1.75 |
Large Cap | 98.03 | 5.02 |
Mid Cap | 1.5 | 90.34 |
Small Cap | - | 2.89 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.47 | 0 |
Technology | 30.69 | 9.79 |
Basic Materials | 5.44 | 11.12 |
Healthcare | 4.24 | 11.33 |
Financial Services | 24.77 | 22.97 |
Consumer Defensive | 10.1 | 3.34 |
Consumer Cyclical | 11.83 | 9.98 |
Energy | 4.79 | 2.49 |
Utilities | 7.68 | 3.33 |
Industrials | - | 19.33 |
Real Estate | - | 3.14 |
Communication Services | - | 3.19 |
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