Motilal Oswal Nifty 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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tortoise-icon Motilal Oswal Nifty 50 Index Fund - Regular plan - 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 Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Fund Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1758 Cr ₹525 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 02 Sep 2019 03 Dec 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 Total Return Index NIFTY 50 TRI
Turn Over 50% 10%
Expense Ratio 1 0.56
Manager Swapnil P Mayekar Swapnil P Mayekar
ISIN Code INF247L01908 INF247L01AF4
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Month 1.85% 1.05%
6 Month 22.86% 14.72%
1 Year 50.1% 30.51%
3 Year 27.41% 15.1%
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
6 Month - -
1 Year 21.12% 11.27%
3 Year 55.88% 27.27%
5 Year 109.83% 50.93%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Year 32.44% 20.6%
3 Year 81.34% 43.59%
5 Year 119.08% 56.24%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Standard Deviation 14.7% 12.47%
Sharp 1.26% 0.67%
Beta 1.03% 0.99%
Alpha -1.23% -2%

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Fund Managers

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Name Swapnil P Mayekar Swapnil P Mayekar
Total AUM ₹9006 Cr ₹9006 Cr
Fund Manage 9 9
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Others 1.08 0.89
Mid Cap 77.04 0.59
Large Cap 1.79 98.51
Small Cap 4.99 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Others -0.11 -0.01
Energy 5.85 14.77
Materials 4.01 4.39
Services 5.84 1.78
Financial 13.17 33.03
Technology 4.69 12.32
Healthcare 7.86 4.24
Capital Goods 12.09 -
Automobile 7.41 7.78
Chemicals 5.67 -
Construction 4.24 4.27
Metals & Mining 5.95 3.15
Communication 2.99 3.45
Consumer Discretionary 1.35 1.5
Consumer Staples 2.03 8.05
Diversified 0.32 -
Insurance 0.56 1.27
Textiles 0.98 -

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