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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) | ₹1004 Cr | ₹2631 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 | 0.72% | 1.04% |
| 6 Month | 9.88% | 18.83% |
| 1 Year | -7.98% | -1.01% |
| 3 Year | 14.93% | 22.16% |
| 5 Year | - | 26.71% |
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 | 0.77% | 2.25% |
| 1 Year | 0.88% | 14.46% |
| 3 Year | 9.39% | 19.05% |
| 5 Year | - | 20.29% |
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 | 13.81% | 25.79% |
| 3 Year | 17.1% | 25.97% |
| 5 Year | - | 28.31% |
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 | 12.71% | 15.65% |
| Sharp | 0.62% | 0.91% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.94% | -0.92% |
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 | 0.2 | 1.75 |
| Large Cap | 98.48 | 5.05 |
| Mid Cap | 1.32 | 90.17 |
| Small Cap | - | 3.03 |
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 | 0.2 | 0.09 |
| Technology | 28.71 | 10.18 |
| Basic Materials | 5.64 | 11.17 |
| Healthcare | 4.5 | 11.89 |
| Financial Services | 24.83 | 22.15 |
| Consumer Defensive | 10.34 | 3.53 |
| Consumer Cyclical | 13.43 | 10.38 |
| Energy | 4.77 | 2.31 |
| Utilities | 7.59 | 3.17 |
| Industrials | - | 19.28 |
| Real Estate | - | 2.97 |
| Communication Services | - | 2.89 |
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