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) | ₹1024 Cr | ₹360 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 | -3.1% | -1.91% |
6 Month | -2.97% | 8.36% |
1 Year | -9.56% | -9.41% |
3 Year | 14% | 17.73% |
5 Year | - | 19.92% |
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 | -0.35% | 4.54% |
1 Year | -8.77% | -0.13% |
3 Year | 10.11% | 17.54% |
5 Year | - | 16.86% |
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 | 13.37% | 18.95% |
Sharp | 0.84% | 0.86% |
Beta | 1.00% | 1.00% |
Alpha | -0.94% | -0.97% |
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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 | 0.47 | 2.66 |
Large Cap | 98.03 | 87.69 |
Mid Cap | 1.5 | 9.65 |
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 | 0.47 | 0.24 |
Technology | 30.69 | 2.06 |
Basic Materials | 5.44 | 10.02 |
Healthcare | 4.24 | 6.15 |
Financial Services | 24.77 | 20.88 |
Consumer Defensive | 10.1 | 13.09 |
Consumer Cyclical | 11.83 | 10.73 |
Energy | 4.79 | 4.99 |
Utilities | 7.68 | 10.75 |
Industrials | - | 14.78 |
Real Estate | - | 3.87 |
Communication Services | - | 2.42 |
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