Motilal Oswal Nifty 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹924 Cr | ₹598 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 19 Feb 2021 | 23 Dec 2019 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY 50 TRI |
Turn Over | 39% | 10% |
Expense Ratio | 0.76 | 0.55 |
Manager | Himanshu Mange | Swapnil P Mayekar |
ISIN Code | INF204KB19Y8 | INF247L01AF4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | -1.91% | 1.41% |
6 Month | -14.85% | -8.47% |
1 Year | -2.77% | 0.95% |
3 Year | 10.17% | 9.54% |
5 Year | - | 20.67% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | -8.49% | -2.36% |
1 Year | -18.44% | -7.48% |
3 Year | 9.24% | 9.55% |
5 Year | - | 12.22% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 18.01% | 19.65% |
3 Year | 18.41% | 15.59% |
5 Year | - | 14.77% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 13.179% | 12.733% |
Sharp | 0.668% | 0.422% |
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 | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Name | Himanshu Mange | Swapnil P Mayekar |
Total AUM | ₹0 Cr | ₹9006 Cr |
Funds Managed | 10 | 9 |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.48 | 0.91 |
Large Cap | 97.78 | 97.82 |
Mid Cap | 1.74 | 1.28 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.08 | 0.04 |
Technology | 33.47 | 13.14 |
Energy | 6.43 | 10.93 |
Basic Materials | 4.77 | 6.02 |
Financial Services | 24.46 | 36.52 |
Healthcare | 1.97 | 3.82 |
Consumer Defensive | 12.64 | 7.63 |
Consumer Cyclical | 8.48 | 9.6 |
Utilities | 7.7 | 2.63 |
Industrials | - | 5.44 |
Communication Services | - | 4.25 |
Top Comparisons
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.55%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.45%
HDFC Multi-Asset Fund - Growth Option
3Y Returns11.64%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns13.82%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns9.97%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.26%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns13.46%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns9.8%