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

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

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

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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) ₹525 Cr ₹127 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 03 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 0.56 0.8
Manager Swapnil P Mayekar Praveen Ayathan
ISIN Code INF247L01AF4 INF917K01D95
Exits Load Nil/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 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month 1.05% 2.33%
6 Month 14.72% 28.35%
1 Year 30.51% 68.68%
3 Year 15.1% 22.61%
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 11.27% 32.66%
3 Year 27.27% 56.32%
5 Year 50.93% 79.39%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 20.6% 26.17%
3 Year 43.59% 63.16%
5 Year 56.24% 83.28%

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%

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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

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