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
| 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) | ₹1248 Cr | ₹658 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Sep 2019 | 02 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 | 1.04 |
| Manager | Swapnil P Mayekar | Swapnil P Mayekar |
| ISIN Code | INF247L01908 | INF247L01940 |
| Exits Load | Nil/365 | Exit load of 1% if redeemed within 15 days./365 |
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | 11.31% | 9.14% |
| 6 Month | 21.79% | 17.15% |
| 1 Year | 57.93% | 38.23% |
| 3 Year | 27.33% | 19.06% |
| 5 Year | - | - |
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.12% | 15.9% |
| 3 Year | 55.88% | 36.07% |
| 5 Year | 109.83% | 67.76% |
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 32.44% | 22.71% |
| 3 Year | 81.34% | 52.79% |
| 5 Year | 119.08% | 73.86% |
| 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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| 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 |
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Mid Cap | 77.04 | 4.35 |
| Small Cap | 4.99 | 2.63 |
| Others | 1.08 | - |
| Large Cap | 1.79 | 27.91 |
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Capital Goods | 12.09 | 2.75 |
| Services | 5.84 | 1.19 |
| Financial | 13.17 | 14.26 |
| Automobile | 7.41 | 1.52 |
| Healthcare | 7.86 | 1.62 |
| Technology | 4.69 | 3 |
| Energy | 5.85 | 1.33 |
| Materials | 4.01 | 1.94 |
| Construction | 4.24 | 0.09 |
| Communication | 2.99 | 0.07 |
| Consumer Discretionary | 1.35 | 0.17 |
| Metals & Mining | 5.95 | 1.42 |
| Chemicals | 5.67 | 0.75 |
| Textiles | 0.98 | 0.05 |
| Consumer Staples | 2.03 | 4.57 |
| Diversified | 0.32 | 0.16 |
| Insurance | 0.56 | - |
| Others | -0.11 | - |
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