- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1982 Cr | ₹2040 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Sep 2019 | 10 Sep 2019 |
| Category | Index Fund | Index Fund |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY 500 TRI |
| Turn Over | 50% | 10% |
| Expense Ratio | 1 | 0.88 |
| Manager | Swapnil P Mayekar | Swapnil P Mayekar |
| ISIN Code | INF247L01908 | INF247L01940 |
| Exits Load | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | 8.11% | 6.94% |
| 6 Month | -14.4% | -12.41% |
| 1 Year | 4.65% | 3.25% |
| 3 Year | 19.03% | 12.03% |
| 5 Year | 33.41% | 25.35% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | -7.13% | -4.09% |
| 1 Year | -13.73% | -9.13% |
| 3 Year | 18.55% | 13.16% |
| 5 Year | 22.09% | 15.56% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 29.32% | 20.17% |
| 3 Year | 26.61% | 18.05% |
| 5 Year | 27.4% | 18.26% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 16.194% | 13.77% |
| Sharp | 0.828% | 0.51% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Name | Swapnil P Mayekar | Swapnil P Mayekar |
| Total AUM | ₹9006 Cr | ₹9006 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.33 | 0.79 |
| Mid Cap | 87.61 | 17.44 |
| Large Cap | 5.92 | 71.39 |
| Small Cap | 6.14 | 2.87 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.33 | 0.27 |
| Utilities | 1.96 | 3.34 |
| Industrials | 18.5 | 8.24 |
| Financial Services | 20.17 | 29.41 |
| Basic Materials | 11.22 | 7.08 |
| Technology | 9.96 | 10.23 |
| Healthcare | 11.46 | 5.57 |
| Consumer Cyclical | 13.23 | 9.76 |
| Real Estate | 3.28 | 1.1 |
| Energy | 2.43 | 7.37 |
| Communication Services | 3.13 | 3.37 |
| Consumer Defensive | 4.35 | 6.77 |
Top Comparisons
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns25.39%
LIC MF Infrastructure Fund-Growth
3Y Returns23.78%
HSBC Low Duration Fund - Regular Growth
3Y Returns6.59%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.72%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns9.4%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns14.24%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns27.41%
UTI Mid Cap Fund-Growth Option
3Y Returns13.79%
