HDFC Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
HDFC Nifty 50 Index Fund - Growth Plan
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Fund | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹18383 Cr | ₹1982 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 18 Jul 2002 | 10 Sep 2019 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 Total Return Index |
Turn Over | 8.28% | 50% |
Expense Ratio | 0.36 | 1 |
Manager | Arun Agarwal | Swapnil P Mayekar |
ISIN Code | INF179K01KZ8 | INF247L01908 |
Exits Load | HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./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 | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | -0.88% | -6.31% |
6 Month | -7.79% | -13.78% |
1 Year | 4.18% | 3.74% |
3 Year | 10.64% | 19.73% |
5 Year | 14.26% | 22.43% |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | - | - |
1 Year | -5.11% | -12.14% |
3 Year | 10.76% | 18.55% |
5 Year | 14.23% | 22.84% |
Rolling Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 14.46% | 29.32% |
3 Year | 12.72% | 26.61% |
5 Year | 12.47% | 27.4% |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 12.711% | 16.194% |
Sharp | 0.435% | 0.828% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Name | Arun Agarwal | Swapnil P Mayekar |
Total AUM | ₹110478 Cr | ₹9006 Cr |
Fund Manage | 14 | 9 |
HDFC Nifty 50 Index Fund - Growth Plan | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | -0.06 | -0.02 |
Large Cap | 98.76 | 6.16 |
Mid Cap | 1.3 | 87.51 |
Small Cap | - | 6.4 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | -0.06 | -0.02 |
Petroleum Products | 8.3 | 1.23 |
IT - Software | 14.06 | 7.08 |
Construction | 4 | 1.03 |
Ferrous Metals | 1.9 | 1.59 |
Consumer Durables | 2.24 | 4.55 |
Diversified FMCG | 6.19 | - |
Non - Ferrous Metals | 0.83 | 0.39 |
Banks | 30.03 | 6.34 |
Pharmaceuticals & Biotechnology | 3.51 | 7.13 |
Cement & Cement Products | 2.09 | 1.38 |
Automobiles | 7.38 | - |
Insurance | 1.21 | 1.68 |
Agricultural Food & other Products | 0.56 | 1.7 |
Oil | 0.87 | 0.69 |
Food Products | 1.26 | - |
Aerospace & Defense | 0.99 | 0.3 |
Finance | 3.37 | 5.53 |
Telecom - Services | 4.01 | 2.74 |
Metals & Minerals Trading | 0.59 | - |
Healthcare Services | 0.7 | 4.26 |
Consumable Fuels | 0.82 | - |
Power | 2.81 | 1.29 |
Transport Infrastructure | 0.85 | 1.07 |
Retailing | 1.49 | 0.98 |
Industrial Products | - | 7.19 |
IT - Services | - | 0.78 |
Electrical Equipment | - | 4.42 |
Agricultural, Commercial & Construction Vehicles | - | 1.24 |
Leisure Services | - | 3.06 |
Auto Components | - | 7.41 |
Chemicals & Petrochemicals | - | 3.5 |
Realty | - | 3.74 |
Transport Services | - | 1.15 |
Capital Markets | - | 3.72 |
Fertilizers & Agrochemicals | - | 2.65 |
Personal Products | - | 1.8 |
Gas | - | 1.44 |
Diversified | - | 0.47 |
Industrial Manufacturing | - | 1.05 |
Financial Technology (Fintech) | - | 3.05 |
Entertainment | - | 0.17 |
Minerals & Mining | - | 0.67 |
Beverages | - | 0.45 |
Textiles & Apparels | - | 1.15 |
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