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) ₹2022 Cr ₹1887 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 10 Sep 2019 23 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 0.87
Manager Swapnil P Mayekar Anil Ghelani
ISIN Code INF247L01940 INF740KA1CO4
Exits Load Motilal Oswal Nifty 500 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 500 Index Fund - Regular Plan DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month 1.54% -1.08%
6 Month 0.42% -2.63%
1 Year 16.24% 11.31%
3 Year 14.86% 15.84%
5 Year 17.6% 18.83%

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 8.08% 0.73%
3 Year 18.74% 17.16%
5 Year 19.72% 20.35%

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 20.4% 10.97%
3 Year 18.4% 18.8%
5 Year 20.62% 15.09%

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 -
Large Cap 27.91 100.09
Others - -0.09

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 -
Services 1.19 -
Financial 14.26 -
Technology 3 -
Materials 1.94 -
Energy 1.33 -
Metals & Mining 1.42 -
Chemicals 0.75 -
Automobile 1.52 -
Healthcare 1.62 -
Textiles 0.05 -
Capital Goods 2.75 -
Consumer Discretionary 0.17 -
Communication 0.07 -
Diversified 0.16 -
Construction 0.09 2.07
Others - -0.09
Petroleum Products - 3.91
IT - Software - 10.57
Ferrous Metals - 4.11
Consumer Durables - 3.85
Diversified FMCG - 3.91
Non - Ferrous Metals - 2.07
Banks - 12.01
Pharmaceuticals & Biotechnology - 6.25
Cement & Cement Products - 4.22
Automobiles - 11.34
Insurance - 4.07
Agricultural Food & other Products - 1.83
Oil - 1.93
Food Products - 3.83
Aerospace & Defense - 2.13
Finance - 5.86
Telecom - Services - 1.98
Metals & Minerals Trading - 2.06
Healthcare Services - 2.13
Consumable Fuels - 1.94
Power - 3.94
Transport Infrastructure - 2.05
Retailing - 2.03

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