Nippon India Nifty 50 Value 20 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹924 Cr | ₹289 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 19 Feb 2021 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY Next 50 TRI |
Turn Over | 39% | 50% |
Expense Ratio | 0.76 | 1.03 |
Manager | Himanshu Mange | Swapnil P Mayekar |
ISIN Code | INF204KB19Y8 | INF247L01AD9 |
Exits Load | Data not available./365 | Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 0.7% | 2.91% |
6 Month | -8.37% | -8.26% |
1 Year | 1.51% | -5.7% |
3 Year | 17.75% | 21.65% |
5 Year | - | 21.1% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 2.31% | 7.69% |
1 Year | -5.42% | -1.94% |
3 Year | 12.29% | 18.14% |
5 Year | - | 17.18% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 16.01% | 19.46% |
3 Year | 17.69% | 18.01% |
5 Year | - | 18.81% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 13.179% | 18.72% |
Sharp | 0.668% | 0.517% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.48 | 0.29 |
Large Cap | 97.78 | 88.01 |
Mid Cap | 1.74 | 11.69 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.08 | 0.29 |
Technology | 33.47 | 2.1 |
Energy | 6.43 | 2.07 |
Basic Materials | 4.77 | 10.14 |
Financial Services | 24.46 | 23.82 |
Healthcare | 1.97 | 5.81 |
Consumer Defensive | 12.64 | 10.41 |
Consumer Cyclical | 8.48 | 12.86 |
Utilities | 7.7 | 12.06 |
Industrials | - | 14.25 |
Real Estate | - | 3.52 |
Communication Services | - | 2.66 |
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