HSBC NIFTY NEXT 50 INDEX FUND vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High |
Asset Size (Cr) | ₹289 Cr | ₹130 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 Next 50 TRI |
Turn Over | 50% | 54% |
Expense Ratio | 1.03 | 0.8 |
Manager | Swapnil P Mayekar | Praveen Ayathan |
ISIN Code | INF247L01AD9 | INF917K01D95 |
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 Next 50 Index Fund - 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 NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -4.59% | -4.59% |
6 Month | -18.54% | -18.66% |
1 Year | 3.27% | 3.15% |
3 Year | 14.36% | 14.26% |
5 Year | 15.54% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -18.46% | -18.68% |
3 Year | 14.87% | 14.78% |
5 Year | 16.45% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 22.58% | 23.04% |
3 Year | 18.3% | 18.82% |
5 Year | 17.02% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.72% | 18.712% |
Sharp | 0.517% | 0.512% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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 Next 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.06 | -0.29 |
Large Cap | 89.08 | 89.44 |
Mid Cap | 11.03 | 10.85 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.06 | -0.29 |
Electrical Equipment | 5.07 | 5.08 |
Pharmaceuticals & Biotechnology | 5.47 | 5.49 |
Personal Products | 2.9 | 2.91 |
Finance | 14.49 | 14.56 |
Banks | 5.62 | 5.66 |
Aerospace & Defense | 3.26 | 3.27 |
Cement & Cement Products | 2.9 | 2.9 |
Insurance | 3.61 | 3.62 |
Power | 9.38 | 9.42 |
Gas | 2.98 | 2.75 |
Consumer Durables | 1.74 | 1.74 |
Retailing | 12.85 | 12.91 |
Beverages | 5.47 | 5.5 |
Diversified Metals | 3.09 | 3.1 |
IT - Software | 2.12 | 2.13 |
Petroleum Products | 2.1 | 2.11 |
Realty | 3.76 | 3.77 |
Chemicals & Petrochemicals | 1.83 | 1.84 |
Auto Components | 3.1 | 3.12 |
Leisure Services | 0.97 | 0.98 |
Automobiles | 2.28 | 2.29 |
Transport Services | 3.67 | 3.68 |
Ferrous Metals | 1.45 | 1.46 |
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