Motilal Oswal Nifty 500 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

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

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tortoise-icon IDBI Nifty Next 50 Index Fund Growth

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tortoise-icon LIC MF 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 IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund Motilal Oswal Nifty 500 Index Fund - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1525 Cr ₹90 Cr ₹90 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 02 Sep 2019 20 Sep 2010 20 Sep 2010
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI Nifty Next 50 TRI Nifty Next 50 TRI
Turn Over 10% 47% %
Expense Ratio 0.88 0.9 0.9
Manager Swapnil P Mayekar Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF247L01940 INF397L01174 INF397L01174
Exits Load Exit load of 1% if redeemed within 15 days./365 /365 /365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month 1.48% 2.29% 2.29%
6 Month 17.84% 28.31% 28.31%
1 Year 39.54% 68.38% 68.38%
3 Year 18.38% 22.75% 22.75%
5 Year - 23.13% 23.13%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month - - -
1 Year 15.9% 32.61% 32.61%
3 Year 36.07% 56.36% 56.36%
5 Year 67.76% 90.57% 90.57%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year 22.71% 24.09% 24.09%
3 Year 52.79% 61.53% 61.53%
5 Year 73.86% 96.33% 96.33%

Risk Management

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation 12.78% 16.66% 16.66%
Sharp 0.87% 0.93% 0.93%
Beta 1% 1.14% 1.14%
Alpha -1.07% 3.51% 3.51%

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Fund Managers

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Name Swapnil P Mayekar Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹9006 Cr ₹1786 Cr ₹1786 Cr
Fund Manage 9 6 6
Motilal Oswal Nifty 500 Index Fund - Regular Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Market Cap

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Large Cap 27.91 89.47 87.69
Mid Cap 4.35 10.08 9.74
Small Cap 2.63 - -
Others - 0.47 2.58

Sector Allocation

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Financial 14.26 19.92 19.14
Technology 3 - -
Consumer Staples 4.57 10 9.84
Materials 1.94 4.3 4.1
Capital Goods 2.75 15.66 18.4
Metals & Mining 1.42 4.48 4.84
Services 1.19 14.69 14.04
Healthcare 1.62 2.47 2.46
Automobile 1.52 5.33 5.5
Energy 1.33 11.68 11.21
Consumer Discretionary 0.17 - -
Chemicals 0.75 2.38 2.24
Diversified 0.16 1.95 1.59
Communication 0.07 - -
Construction 0.09 2.93 2.6
Textiles 0.05 - -
Insurance - 3.76 3.42
Others - 0.47 0.63

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