HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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tortoise-icon HSBC NIFTY 50 INDEX FUND - Regular Growth

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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 HSBC NIFTY 50 INDEX FUND - Regular Growth
Fund Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1758 Cr ₹272 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 02 Sep 2019 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 Total Return Index NIFTY 50 TRI
Turn Over 50% 8%
Expense Ratio 1 0.45
Manager Swapnil P Mayekar Praveen Ayathan
ISIN Code INF247L01908 INF917K01D38
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month 1.85% 1.05%
6 Month 22.86% 14.75%
1 Year 50.1% 30.63%
3 Year 27.41% 15.2%
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 21.12% 11.33%
3 Year 55.88% 27.43%
5 Year 109.83% 47.07%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year 32.44% 19.4%
3 Year 81.34% 42.02%
5 Year 119.08% 50.97%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation 14.7% 12.45%
Sharp 1.26% 0.68%
Beta 1.03% 0.99%
Alpha -1.23% -1.88%

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Fund Managers

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY 50 INDEX FUND - Regular Growth
Name Swapnil P Mayekar Praveen Ayathan
Total AUM ₹9006 Cr ₹3762 Cr
Fund Manage 9 5
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others 1.08 1.15
Mid Cap 77.04 0.67
Large Cap 1.79 98.18
Small Cap 4.99 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others -0.11 0.31
Energy 5.85 14.49
Materials 4.01 4.44
Services 5.84 1.96
Financial 13.17 32.8
Technology 4.69 12.02
Healthcare 7.86 4.19
Capital Goods 12.09 -
Automobile 7.41 8.03
Chemicals 5.67 -
Construction 4.24 4.36
Metals & Mining 5.95 3.23
Communication 2.99 3.59
Consumer Discretionary 1.35 1.36
Consumer Staples 2.03 8.01
Diversified 0.32 -
Insurance 0.56 1.21
Textiles 0.98 -

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