LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
IDBI Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1982 Cr | ₹89 Cr | ₹89 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 10 Sep 2019 | 20 Sep 2010 | 20 Sep 2010 |
Category | Index Fund | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 50% | 47% | % |
Expense Ratio | 1 | 0.9 | 0.9 |
Manager | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF247L01908 | INF397L01174 | INF397L01174 |
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 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Month | 7.67% | 8.12% | 8.12% |
6 Month | -10.73% | -13.19% | -13.19% |
1 Year | 6.05% | 3.2% | 3.2% |
3 Year | 18.58% | 13.56% | 13.56% |
5 Year | 30.61% | 21.71% | 21.71% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
6 Month | -5.29% | -4.31% | -4.31% |
1 Year | -16.15% | -18.91% | -18.91% |
3 Year | 16.12% | 14.49% | 14.49% |
5 Year | 20.13% | 15.36% | 15.36% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Year | 29.32% | 10.53% | 10.53% |
3 Year | 26.61% | 15.19% | 15.19% |
5 Year | 27.4% | 12.43% | 12.43% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Standard Deviation | 16.194% | 19.574% | 19.574% |
Sharp | 0.828% | 0.371% | 0.371% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Name | Swapnil P Mayekar | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹9006 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 9 | 6 | 6 |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.33 | 0.26 | 0.26 |
Mid Cap | 87.61 | 11.69 | 11.69 |
Large Cap | 5.92 | 88.05 | 88.05 |
Small Cap | 6.14 | - | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.33 | 0.26 | 0.26 |
Utilities | 1.96 | 12.04 | 12.04 |
Industrials | 18.5 | 14.26 | 14.26 |
Financial Services | 20.17 | 23.81 | 23.81 |
Basic Materials | 11.22 | 10.15 | 10.15 |
Technology | 9.96 | 2.1 | 2.1 |
Healthcare | 11.46 | 5.8 | 5.8 |
Consumer Cyclical | 13.23 | 12.89 | 12.89 |
Real Estate | 3.28 | 3.51 | 3.51 |
Energy | 2.43 | 2.08 | 2.08 |
Communication Services | 3.13 | 2.67 | 2.67 |
Consumer Defensive | 4.35 | 10.43 | 10.43 |
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