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) ₹2022 Cr ₹94 Cr ₹94 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 10 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 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 Data not available./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 -5.35% -9.38% -9.38%
6 Month -9.23% -16.46% -16.46%
1 Year 7.55% 12.56% 12.56%
3 Year 12.91% 14.98% 14.98%
5 Year 16.1% 16.03% 16.03%

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 -4.18% -11.77% -11.77%
3 Year 14.92% 18.02% 18.02%
5 Year 17.22% 18.32% 18.32%

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 20.4% 10.1% 10.1%
3 Year 18.4% 15.15% 15.15%
5 Year 20.62% 12.16% 12.16%

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

Small Cap 2.63 - -
Mid Cap 4.35 8.46 9.74
Large Cap 27.91 91.2 87.69
Others - 0.3 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

Consumer Staples 4.57 - 9.84
Services 1.19 - 14.04
Financial 14.26 - 19.14
Technology 3 - -
Materials 1.94 - 4.1
Energy 1.33 - 11.21
Metals & Mining 1.42 - 4.84
Chemicals 0.75 - 2.24
Automobile 1.52 - 5.5
Healthcare 1.62 - 2.46
Textiles 0.05 - -
Capital Goods 2.75 - 18.4
Consumer Discretionary 0.17 - -
Communication 0.07 - -
Diversified 0.16 - 1.59
Construction 0.09 - 2.6
Others - 0.3 0.63
Electrical Equipment - 6.95 -
Pharmaceuticals & Biotechnology - 6.91 -
Personal Products - 4.28 -
Finance - 12.13 -
Banks - 6.18 -
Aerospace & Defense - 4.31 -
Cement & Cement Products - 3.67 -
Insurance - 4.26 3.42
Power - 6.54 -
Gas - 3.13 -
Consumer Durables - 2.21 -
Retailing - 5.75 -
Beverages - 3.2 -
Diversified Metals - 4.23 -
IT - Software - 2.82 -
Petroleum Products - 2.88 -
Realty - 3.25 -
Chemicals & Petrochemicals - 2.57 -
Auto Components - 4.33 -
Leisure Services - 1.32 -
Automobiles - 3.14 -
Transport Services - 3.72 -
Ferrous Metals - 1.88 -

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