HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
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) | ₹1982 Cr | ₹293 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 | Index |
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 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 7.67% | 5.85% |
6 Month | -10.73% | -3.52% |
1 Year | 6.05% | 8.4% |
3 Year | 18.58% | 11.59% |
5 Year | 30.61% | 21.39% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -2.35% | 2.22% |
1 Year | -9.86% | 0.73% |
3 Year | 19.09% | 12.66% |
5 Year | 21.99% | 14.16% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 29.32% | 19.31% |
3 Year | 26.61% | 15.84% |
5 Year | 27.4% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 16.194% | 13.095% |
Sharp | 0.828% | 0.338% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 0.33 | 0.91 |
Mid Cap | 87.61 | 1.27 |
Large Cap | 5.92 | 97.82 |
Small Cap | 6.14 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.33 | 0.05 |
Utilities | 1.96 | 2.75 |
Industrials | 18.5 | 5.74 |
Financial Services | 20.17 | 34.33 |
Basic Materials | 11.22 | 5.84 |
Technology | 9.96 | 13.97 |
Healthcare | 11.46 | 3.91 |
Consumer Cyclical | 13.23 | 10.32 |
Real Estate | 3.28 | - |
Energy | 2.43 | 10.97 |
Communication Services | 3.13 | 4.13 |
Consumer Defensive | 4.35 | 8 |
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