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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

HSBC NIFTY 50 INDEX FUND - Regular Growth

Invest Now

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)	₹1894 Cr	₹288 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	10 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	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	HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month	-5.31%	-2.35%
6 Month	-4.41%	-5.94%
1 Year	12.44%	7.19%
3 Year	19.61%	10.05%
5 Year	24.5%	-

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month	-	-
1 Year	3.3%	-0.51%
3 Year	24.88%	12.26%
5 Year	26.51%	-

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year	30.5%	20.18%
3 Year	26.95%	16.26%
5 Year	29.91%	-

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	1.08	0.26
Mid Cap	77.04	-
Large Cap	1.79	99.74
Small Cap	4.99	-

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	-0.11	0.26
Energy	5.85	-
Materials	4.01	-
Services	5.84	-
Financial	13.17	-
Technology	4.69	-
Healthcare	7.86	-
Capital Goods	12.09	-
Automobile	7.41	-
Chemicals	5.67	-
Construction	4.24	4.04
Metals & Mining	5.95	-
Communication	2.99	-
Consumer Discretionary	1.35	-
Consumer Staples	2.03	-
Diversified	0.32	-
Insurance	0.56	1.24
Textiles	0.98	-
Petroleum Products	-	8.59
IT - Software	-	13.73
Ferrous Metals	-	1.95
Consumer Durables	-	2.27
Diversified FMCG	-	6.13
Non - Ferrous Metals	-	0.88
Banks	-	29.94
Pharmaceuticals & Biotechnology	-	3.23
Cement & Cement Products	-	2.07
Automobiles	-	7.41
Agricultural Food & other Products	-	0.57
Oil	-	0.92
Food Products	-	1.28
Aerospace & Defense	-	1.01
Finance	-	3.26
Telecom - Services	-	4.02
Metals & Minerals Trading	-	0.53
Healthcare Services	-	0.64
Consumable Fuels	-	0.87
Power	-	2.96
Transport Infrastructure	-	0.81
Retailing	-	1.39