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

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Invest Now

tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹570 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 0.18% 1.87%
6 Month 0.71% -4.55%
1 Year 10.52% 31.64%
3 Year 12.17% 18.03%
5 Year - -

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 Year 14.23% 24.28%
3 Year 17.46% 29.66%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 20.48% 22.34%
3 Year 15.97% 19.05%
5 Year - -

Risk Management

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 12.47% 16.7%
Sharp 0.67% 0.92%
Beta 0.99% 1.15%
Alpha -2% 3.38%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 0.89 2.07
Large Cap 98.51 88.15
Mid Cap 0.59 9.78

Sector Allocation

Scheme Name

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others -0.01 0.11
Energy 14.77 11.26
Technology 12.32 -
Construction 4.27 2.6
Metals & Mining 3.15 4.85
Materials 4.39 4.12
Consumer Staples 8.05 9.91
Financial 33.03 19.27
Healthcare 4.24 2.47
Automobile 7.78 5.57
Insurance 1.27 3.42
Consumer Discretionary 1.5 -
Communication 3.45 -
Services 1.78 14.11
Capital Goods - 18.48
Chemicals - 2.24
Diversified - 1.59

Top Comparisons

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns5.94%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns6.02%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns29.29%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns26.66%

Compare Now

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns19.68%

Compare Now

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns14.58%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns16.05%

Compare Now
Request call back
Add to Cart Successfully