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

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

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Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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 NEXT 50 INDEX FUND - Regular Growth
Fund	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1758 Cr	₹127 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 Next 50 TRI
Turn Over	50%	54%
Expense Ratio	1	0.8
Manager	Swapnil P Mayekar	Praveen Ayathan
ISIN Code	INF247L01908	INF917K01D95
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 NEXT 50 INDEX FUND - Regular Growth
1 Month	1.85%	2.33%
6 Month	22.86%	28.35%
1 Year	50.1%	68.68%
3 Year	27.41%	22.61%
5 Year	-	-

SIP Return Analysis

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	-	-
1 Year	21.12%	32.66%
3 Year	55.88%	56.32%
5 Year	109.83%	79.39%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year	32.44%	26.17%
3 Year	81.34%	63.16%
5 Year	119.08%	83.28%

Risk Management

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation	14.7%	16.7%
Sharp	1.26%	0.92%
Beta	1.03%	1.15%
Alpha	-1.23%	3.38%

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Fund Managers

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Mid Cap	77.04	9.78
Small Cap	4.99	-
Others	1.08	2.07
Large Cap	1.79	88.15

Sector Allocation

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Capital Goods	12.09	18.48
Services	5.84	14.11
Financial	13.17	19.27
Automobile	7.41	5.57
Healthcare	7.86	2.47
Technology	4.69	-
Energy	5.85	11.26
Materials	4.01	4.12
Construction	4.24	2.6
Communication	2.99	-
Consumer Discretionary	1.35	-
Metals & Mining	5.95	4.85
Chemicals	5.67	2.24
Textiles	0.98	-
Consumer Staples	2.03	9.91
Diversified	0.32	1.59
Insurance	0.56	3.42
Others	-0.11	0.11

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