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 Risk | Very High Risk |
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 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 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -6.31% | -0.86% |
6 Month | -13.78% | -7.82% |
1 Year | 3.74% | 4.09% |
3 Year | 19.73% | 10.55% |
5 Year | 22.43% | - |
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 | -12.14% | -5.17% |
3 Year | 18.55% | 10.68% |
5 Year | 22.84% | - |
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% | 12.699% |
Sharp | 0.828% | 0.429% |
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 |
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 | -0.02 | -0.02 |
Mid Cap | 87.51 | 1.3 |
Large Cap | 6.16 | 98.72 |
Small Cap | 6.4 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.02 | -0.02 |
Power | 1.29 | 2.81 |
Industrial Products | 7.19 | - |
Finance | 5.53 | 3.37 |
Banks | 6.34 | 30.03 |
Cement & Cement Products | 1.38 | 2.08 |
IT - Services | 0.78 | - |
Healthcare Services | 4.26 | 0.7 |
Pharmaceuticals & Biotechnology | 7.13 | 3.51 |
Electrical Equipment | 4.42 | - |
Agricultural, Commercial & Construction Vehicles | 1.24 | - |
IT - Software | 7.08 | 14.06 |
Leisure Services | 3.06 | - |
Auto Components | 7.41 | - |
Chemicals & Petrochemicals | 3.5 | - |
Realty | 3.74 | - |
Petroleum Products | 1.23 | 8.3 |
Transport Services | 1.15 | - |
Ferrous Metals | 1.59 | 1.89 |
Capital Markets | 3.72 | - |
Telecom - Services | 2.74 | 4.01 |
Fertilizers & Agrochemicals | 2.65 | - |
Aerospace & Defense | 0.3 | 0.99 |
Personal Products | 1.8 | - |
Insurance | 1.68 | 1.21 |
Agricultural Food & other Products | 1.7 | 0.56 |
Gas | 1.44 | - |
Consumer Durables | 4.55 | 2.24 |
Diversified | 0.47 | - |
Industrial Manufacturing | 1.05 | - |
Non - Ferrous Metals | 0.39 | 0.82 |
Oil | 0.69 | 0.87 |
Retailing | 0.98 | 1.49 |
Construction | 1.03 | 4 |
Financial Technology (Fintech) | 3.05 | - |
Entertainment | 0.17 | - |
Minerals & Mining | 0.67 | - |
Beverages | 0.45 | - |
Textiles & Apparels | 1.15 | - |
Transport Infrastructure | 1.07 | 0.85 |
Diversified FMCG | - | 6.19 |
Automobiles | - | 7.37 |
Food Products | - | 1.26 |
Metals & Minerals Trading | - | 0.59 |
Consumable Fuels | - | 0.82 |
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