Motilal Oswal Nifty 500 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular 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 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) ₹1525 Cr ₹127 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 02 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 Exit load of 1% if redeemed within 15 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month 1.48% 2.33%
6 Month 17.84% 28.35%
1 Year 39.54% 68.68%
3 Year 18.38% 22.61%
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 15.9% 32.66%
3 Year 36.07% 56.32%
5 Year 67.76% 79.39%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 22.71% 26.17%
3 Year 52.79% 63.16%
5 Year 73.86% 83.28%

Risk Management

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 12.78% 16.7%
Sharp 0.87% 0.92%
Beta 1% 1.15%
Alpha -1.07% 3.38%

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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
Fund Manage 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

Small Cap 2.63 -
Mid Cap 4.35 9.78
Large Cap 27.91 88.15
Others - 2.07

Sector Allocation

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Consumer Staples 4.57 9.91
Services 1.19 14.11
Financial 14.26 19.27
Technology 3 -
Materials 1.94 4.12
Energy 1.33 11.26
Metals & Mining 1.42 4.85
Chemicals 0.75 2.24
Automobile 1.52 5.57
Healthcare 1.62 2.47
Textiles 0.05 -
Capital Goods 2.75 18.48
Consumer Discretionary 0.17 -
Communication 0.07 -
Diversified 0.16 1.59
Construction 0.09 2.6
Others - 0.11
Insurance - 3.42

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