DSP Nifty 50 Equal Weight Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

DSP Nifty 50 Equal Weight Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Chart Comparison

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

Overview

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Fund	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1758 Cr	₹1557 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	02 Sep 2019	02 Oct 2017
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 Total Return Index	NIFTY 50 Equal Weight Total Return Index
Turn Over	50%	25%
Expense Ratio	1	1
Manager	Swapnil P Mayekar	Anil Ghelani
ISIN Code	INF247L01908	INF740KA1CO4
Exits Load	Exit load of 1%, if redeemed within 15 days./365	Nil/365

Trailing Lumpsum Returns

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month	1.85%	1.65%
6 Month	22.86%	16.38%
1 Year	50.1%	41.54%
3 Year	27.41%	20.6%
5 Year	-	23.27%

SIP Return Analysis

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month	-	-
1 Year	21.12%	15.17%
3 Year	55.88%	38.72%
5 Year	109.83%	79.38%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year	32.44%	23.99%
3 Year	81.34%	59.48%
5 Year	119.08%	84.59%

Risk Management

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation	14.7%	13.13%
Sharp	1.26%	0.94%
Beta	1.03%	1.03%
Alpha	-1.23%	1.59%

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Fund Managers

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Name	Swapnil P Mayekar	Anil Ghelani
Total AUM	₹9006 Cr	₹0 Cr
Fund Manage	9	5
	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Market Cap

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Mid Cap	77.04	2.13
Small Cap	4.99	-
Others	1.08	1.84
Large Cap	1.79	96.03

Sector Allocation

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Capital Goods	12.09	-
Services	5.84	4.33
Financial	13.17	17.97
Automobile	7.41	12.83
Healthcare	7.86	9.74
Technology	4.69	10.8
Energy	5.85	10.31
Materials	4.01	8.23
Construction	4.24	1.98
Communication	2.99	2.17
Consumer Discretionary	1.35	1.71
Metals & Mining	5.95	6.69
Chemicals	5.67	-
Textiles	0.98	-
Consumer Staples	2.03	9.67
Diversified	0.32	-
Insurance	0.56	3.52
Others	-0.11	0.05

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