Motilal Oswal Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹598 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 50 TRI | NIFTY Next 50 TRI |
Turn Over | 10% | 54% |
Expense Ratio | 0.55 | 0.8 |
Manager | Swapnil P Mayekar | Praveen Ayathan |
ISIN Code | INF247L01AF4 | INF917K01D95 |
Exits Load | Data not available./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 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 5.41% | 10.44% |
6 Month | -9.46% | -18.52% |
1 Year | 4.56% | 0.9% |
3 Year | 10.34% | 14.32% |
5 Year | 23.56% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -1.28% | -6.94% |
1 Year | -3.41% | -17.84% |
3 Year | 11.79% | 16.64% |
5 Year | 13.99% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 19.65% | 23.04% |
3 Year | 15.59% | 18.82% |
5 Year | 14.77% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 12.733% | 19.623% |
Sharp | 0.422% | 0.365% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Motilal Oswal Nifty 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 |
Funds Managed | 9 | 5 |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.91 | -0.01 |
Large Cap | 97.82 | 88.52 |
Mid Cap | 1.28 | 11.49 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.04 | -0.01 |
Energy | 10.93 | 2.13 |
Technology | 13.14 | 2.41 |
Industrials | 5.44 | 14.79 |
Basic Materials | 6.02 | 9.75 |
Consumer Defensive | 7.63 | 10.67 |
Financial Services | 36.52 | 23.97 |
Healthcare | 3.82 | 5.55 |
Consumer Cyclical | 9.6 | 12.23 |
Communication Services | 4.25 | 2.67 |
Utilities | 2.63 | 12.26 |
Real Estate | - | 3.59 |
Top Comparisons
Kotak Debt Hybrid - Growth
3Y Returns9.88%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns6.25%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns7.87%
Franklin India Feeder - Templeton European Opportunities Fund - Growth
3Y Returns4.28%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns14.24%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns11.22%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.93%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.58%