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Nippon India Nifty 50 Value 20 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹992 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 -2.11% -0.95%
6 Month -3.93% 6.69%
1 Year -4.11% 1.17%
3 Year 16.58% 26.47%
5 Year - 29.45%

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 1.91% 10.95%
1 Year -5.84% 12.48%
3 Year 11.09% 22.57%
5 Year - 23.07%

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 16.01% 27.45%
3 Year 17.69% 26.11%
5 Year - 27.95%

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 0.55 0.25
Large Cap 98.03 4.97
Mid Cap 1.41 91.79
Small Cap - 2.99

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 0.55 0.25
Technology 29.93 9.64
Basic Materials 4.98 11.14
Healthcare 4.17 11.09
Financial Services 25.55 22.31
Consumer Defensive 10.23 3.55
Consumer Cyclical 12.17 10.12
Energy 4.81 2.54
Utilities 7.61 3.39
Industrials - 19.75
Real Estate - 3.09
Communication Services - 3.14

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