HSBC NIFTY 50 INDEX FUND vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹289 Cr | ₹293 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Dec 2019 | 16 Apr 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 50% | 8% |
Expense Ratio | 1.03 | 0.45 |
Manager | Swapnil P Mayekar | Praveen Ayathan |
ISIN Code | INF247L01AD9 | INF917K01D38 |
Exits Load | Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 10.41% | 6.21% |
6 Month | -18.97% | -10.05% |
1 Year | 3.68% | 6.04% |
3 Year | 15.48% | 11.66% |
5 Year | 24.48% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -6.82% | -1.3% |
1 Year | -17.59% | -3.4% |
3 Year | 16.75% | 11.86% |
5 Year | 17.03% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 22.58% | 19.31% |
3 Year | 18.3% | 15.84% |
5 Year | 17.02% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.72% | 13.095% |
Sharp | 0.517% | 0.338% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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 Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.29 | 0.91 |
Large Cap | 88.01 | 97.82 |
Mid Cap | 11.69 | 1.27 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.29 | 0.05 |
Industrials | 14.25 | 5.74 |
Healthcare | 5.81 | 3.91 |
Consumer Defensive | 10.41 | 8 |
Financial Services | 23.82 | 34.33 |
Basic Materials | 10.14 | 5.84 |
Utilities | 12.06 | 2.75 |
Technology | 2.1 | 13.97 |
Energy | 2.07 | 10.97 |
Real Estate | 3.52 | - |
Consumer Cyclical | 12.86 | 10.32 |
Communication Services | 2.66 | 4.13 |
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