Nippon India Nifty Midcap 150 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Fund | Nippon India Nifty Midcap 150 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) | ₹2106 Cr | ₹2929 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 17 Feb 2021 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 Total Return Index |
| Turn Over | 36% | 50% |
| Expense Ratio | 0.8 | 1 |
| Manager | Himanshu Mange | Swapnil P Mayekar |
| ISIN Code | INF204KB15Z3 | 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 Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | -0.9% | -0.91% |
| 6 Month | 3.22% | 3.15% |
| 1 Year | 1.51% | 1.44% |
| 3 Year | 21.41% | 21.41% |
| 5 Year | - | 22.79% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 2% | 1.95% |
| 1 Year | 17.07% | 17% |
| 3 Year | 17.89% | 17.89% |
| 5 Year | - | 19.36% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 18.36% | 24.48% |
| 3 Year | 24.66% | 25.54% |
| 5 Year | - | 27.39% |
Risk Management
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 15.73% | 15.75% |
| Sharp | 0.96% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.91% | -0.93% |
Fund Managers
| Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 2.59 | 2.71 |
| Mid Cap | 87.08 | 86.84 |
| Large Cap | 8.96 | 9.12 |
| Small Cap | 1.38 | 1.33 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | -0.05 | 0.03 |
| Utilities | 3.08 | 2.85 |
| Industrials | 18.23 | 17.94 |
| Financial Services | 24.41 | 25.66 |
| Consumer Cyclical | 13.09 | 13.04 |
| Basic Materials | 9.34 | 9.12 |
| Technology | 10.68 | 10.55 |
| Consumer Defensive | 4.36 | 4.2 |
| Healthcare | 8.48 | 8.44 |
| Real Estate | 3.09 | 2.92 |
| Energy | 2.41 | 2.27 |
| Communication Services | 2.88 | 3 |
Top Comparisons
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.74%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.94%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.95%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.03%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.75%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.12%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns23.34%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns20.8%