Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1894 Cr ₹2022 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 4.62% 1.54%
6 Month 1.58% 0.42%
1 Year 24.44% 16.24%
3 Year 22.5% 14.86%
5 Year 27.2% 17.6%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month - -
1 Year 16.31% 8.08%
3 Year 29.43% 18.74%
5 Year 29.39% 19.72%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year 30.5% 20.4%
3 Year 26.95% 18.4%
5 Year 29.91% 20.62%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation 14.7% 12.78%
Sharp 1.26% 0.87%
Beta 1.03% 1%
Alpha -1.23% -1.07%

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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
Fund Manage 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 1.08 -
Mid Cap 77.04 4.35
Large Cap 1.79 27.91
Small Cap 4.99 2.63

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others -0.11 -
Energy 5.85 1.33
Materials 4.01 1.94
Services 5.84 1.19
Financial 13.17 14.26
Technology 4.69 3
Healthcare 7.86 1.62
Capital Goods 12.09 2.75
Automobile 7.41 1.52
Chemicals 5.67 0.75
Construction 4.24 0.09
Metals & Mining 5.95 1.42
Communication 2.99 0.07
Consumer Discretionary 1.35 0.17
Consumer Staples 2.03 4.57
Diversified 0.32 0.16
Insurance 0.56 -
Textiles 0.98 0.05

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