DSP Nifty 50 Equal Weight Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1982 Cr | ₹1946 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 10 Sep 2019 | 23 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 | 0.91 |
Manager | Swapnil P Mayekar | Anil Ghelani |
ISIN Code | INF247L01908 | INF740KA1CO4 |
Exits Load | 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 | Data not available./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 | -4.37% | -2.58% |
6 Month | -18.5% | -14.48% |
1 Year | 1.47% | -0.4% |
3 Year | 18.88% | 14.39% |
5 Year | 27% | 23.65% |
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 | -12.49% | -6.82% |
1 Year | -22.64% | -12.82% |
3 Year | 14.41% | 11.88% |
5 Year | 19.93% | 16.36% |
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 | 29.32% | 11.11% |
3 Year | 26.61% | 18.55% |
5 Year | 27.4% | 16.69% |
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 | 16.194% | 14.763% |
Sharp | 0.828% | 0.512% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 |
---|---|---|
Others | 0.33 | 2.05 |
Mid Cap | 87.61 | 4 |
Large Cap | 5.92 | 93.95 |
Small Cap | 6.14 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.33 | 0.13 |
Utilities | 1.96 | 3.87 |
Industrials | 18.5 | 5.71 |
Financial Services | 20.17 | 22.36 |
Basic Materials | 11.22 | 11.92 |
Technology | 9.96 | 9.76 |
Healthcare | 11.46 | 7.54 |
Consumer Cyclical | 13.23 | 16.16 |
Real Estate | 3.28 | - |
Energy | 2.43 | 9.97 |
Communication Services | 3.13 | 2.03 |
Consumer Defensive | 4.35 | 10.56 |
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