Motilal Oswal Nifty 500 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2040 Cr | ₹130 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 10 Sep 2019 | 16 Apr 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY Next 50 TRI |
Turn Over | 10% | 54% |
Expense Ratio | 0.88 | 0.8 |
Manager | Swapnil P Mayekar | Praveen Ayathan |
ISIN Code | INF247L01940 | INF917K01D95 |
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 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 7.32% | 10.38% |
6 Month | -12.89% | -19.13% |
1 Year | 5.22% | 3.53% |
3 Year | 13.21% | 15.34% |
5 Year | 24.56% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -4.09% | -6.94% |
1 Year | -9.13% | -17.84% |
3 Year | 13.16% | 16.64% |
5 Year | 15.56% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 20.17% | 23.04% |
3 Year | 18.05% | 18.82% |
5 Year | 18.26% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 13.77% | 19.623% |
Sharp | 0.51% | 0.365% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Swapnil P Mayekar | Praveen Ayathan |
Total AUM | ₹9006 Cr | ₹3762 Cr |
Funds Managed | 9 | 5 |
Motilal Oswal Nifty 500 Index Fund - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.79 | -0.01 |
Large Cap | 71.39 | 88.52 |
Mid Cap | 17.44 | 11.49 |
Small Cap | 2.87 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.27 | -0.01 |
Energy | 7.37 | 2.13 |
Industrials | 8.24 | 14.79 |
Financial Services | 29.41 | 23.97 |
Technology | 10.23 | 2.41 |
Basic Materials | 7.08 | 9.75 |
Healthcare | 5.57 | 5.55 |
Consumer Defensive | 6.77 | 10.67 |
Consumer Cyclical | 9.76 | 12.23 |
Real Estate | 1.1 | 3.59 |
Utilities | 3.34 | 12.26 |
Communication Services | 3.37 | 2.67 |
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