Motilal Oswal Nifty 500 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon Motilal Oswal Nifty 500 Index Fund - Regular Plan

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tortoise-icon DSP Nifty 50 Equal Weight 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 500 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Fund Motilal Oswal Nifty 500 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1525 Cr ₹1557 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 02 Sep 2019 02 Oct 2017
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 Equal Weight Total Return Index
Turn Over 10% 25%
Expense Ratio 0.88 1
Manager Swapnil P Mayekar Anil Ghelani
ISIN Code INF247L01940 INF740KA1CO4
Exits Load Exit load of 1% if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month 1.48% 1.65%
6 Month 17.84% 16.38%
1 Year 39.54% 41.54%
3 Year 18.38% 20.6%
5 Year - 23.27%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month - -
1 Year 15.9% 15.17%
3 Year 36.07% 38.72%
5 Year 67.76% 79.38%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year 22.71% 23.99%
3 Year 52.79% 59.48%
5 Year 73.86% 84.59%

Risk Management

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 12.78% 13.13%
Sharp 0.87% 0.94%
Beta 1% 1.03%
Alpha -1.07% 1.59%

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Fund Managers

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Name Swapnil P Mayekar Anil Ghelani
Total AUM ₹9006 Cr ₹0 Cr
Fund Manage 9 5
Motilal Oswal Nifty 500 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Small Cap 2.63 -
Mid Cap 4.35 2.13
Large Cap 27.91 96.03
Others - 1.84

Sector Allocation

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Consumer Staples 4.57 9.67
Services 1.19 4.33
Financial 14.26 17.97
Technology 3 10.8
Materials 1.94 8.23
Energy 1.33 10.31
Metals & Mining 1.42 6.69
Chemicals 0.75 -
Automobile 1.52 12.83
Healthcare 1.62 9.74
Textiles 0.05 -
Capital Goods 2.75 -
Consumer Discretionary 0.17 1.71
Communication 0.07 2.17
Diversified 0.16 -
Construction 0.09 1.98
Others - 0.05
Insurance - 3.52

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