Motilal Oswal Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

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

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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 Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Fund Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹297 Cr ₹570 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 23 Dec 2019 23 Dec 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 50% 10%
Expense Ratio 1.03 0.55
Manager Swapnil P Mayekar Swapnil P Mayekar
ISIN Code INF247L01AD9 INF247L01AF4
Exits Load Motilal Oswal Nifty Next 50 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Month -7.59% -2.34%
6 Month -11.21% -5.96%
1 Year 15.52% 7.12%
3 Year 14.29% 9.98%
5 Year 16.7% 14.29%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
6 Month - -
1 Year -4.32% -0.55%
3 Year 20.37% 12.18%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Year 21.49% 20.48%
3 Year 18.51% 15.97%
5 Year - -

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Standard Deviation 16.73% 12.47%
Sharp 0.91% 0.67%
Beta 1.15% 0.99%
Alpha 3.32% -2%

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Fund Managers

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 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 Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Others 2.12 0.89
Large Cap 88.14 98.51
Mid Cap 9.77 0.59

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Others 0.16 -0.01
Capital Goods 18.47 -
Healthcare 2.47 4.24
Consumer Staples 9.9 8.05
Financial 19.27 33.03
Materials 4.13 4.39
Insurance 3.42 1.27
Energy 11.26 14.77
Services 14.11 1.78
Metals & Mining 4.85 3.15
Construction 2.6 4.27
Chemicals 2.24 -
Automobile 5.56 7.78
Diversified 1.59 -
Technology - 12.32
Consumer Discretionary - 1.5
Communication - 3.45

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