Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

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

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - 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 Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Fund Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2022 Cr ₹297 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Sep 2019 23 Dec 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY Next 50 TRI
Turn Over 10% 50%
Expense Ratio 0.88 1.03
Manager Swapnil P Mayekar Swapnil P Mayekar
ISIN Code INF247L01940 INF247L01AD9
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 Motilal Oswal Nifty Next 50 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 500 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month -4.3% -8.11%
6 Month -6.65% -13.35%
1 Year 8.91% 13.35%
3 Year 12.86% 14.57%
5 Year 16.99% 17.19%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month - -
1 Year 3.43% 1.06%
3 Year 17.73% 23.41%
5 Year 19.01% 21.42%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year 20.4% 21.49%
3 Year 18.4% 18.51%
5 Year 20.62% -

Risk Management

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 12.78% 16.73%
Sharp 0.87% 0.91%
Beta 1% 1.15%
Alpha -1.07% 3.32%

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Fund Managers

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Name Swapnil P Mayekar Swapnil P Mayekar
Total AUM ₹9006 Cr ₹9006 Cr
Fund Manage 9 9
Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 0.01 -0.06
Large Cap 69.72 89.08
Mid Cap 19.3 11.03
Small Cap 10.95 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 0.01 -0.06
Petroleum Products 5.35 2.1
Power 3.21 9.38
Gas 0.82 2.98
Electrical Equipment 1.83 5.07
Industrial Products 1.99 -
Finance 5.61 14.49
Banks 19.52 5.62
IT - Software 10.07 2.12
Food Products 0.8 -
Auto Components 2.18 3.1
Construction 2.99 -
Cement & Cement Products 2.01 2.9
IT - Services 0.28 -
Pharmaceuticals & Biotechnology 4.99 5.47
Telecom - Equipment & Accessories 0.07 -
Personal Products 0.77 2.9
Transport Services 0.8 3.67
Ferrous Metals 1.6 1.45
Chemicals & Petrochemicals 1.43 1.83
Consumer Durables 3.07 1.74
Capital Markets 1.82 -
Fertilizers & Agrochemicals 0.65 -
Healthcare Services 1.55 -
Diversified FMCG 3.56 -
Agricultural Food & other Products 0.75 -
Non - Ferrous Metals 0.68 -
Insurance 1.54 3.61
Agricultural, Commercial & Construction Vehicles 0.3 -
Leisure Services 1.01 0.97
Paper, Forest & Jute Products 0.07 -
Textiles & Apparels 0.33 -
Automobiles 4.56 2.28
Aerospace & Defense 1.13 3.26
Industrial Manufacturing 0.55 -
Realty 1.44 3.76
Telecom - Services 2.93 -
IT - Hardware 0.02 -
Commercial Services & Supplies 0.19 -
Minerals & Mining 0.13 -
Entertainment 0.19 -
Retailing 2.85 12.85
Beverages 0.91 5.47
Diversified Metals 0.41 3.09
Healthcare Equipment & Supplies 0.05 -
Oil 0.63 -
Diversified 0.14 -
Cigarettes & Tobacco Products 0.04 -
Household Products 0.05 -
Financial Technology (Fintech) 0.57 -
Metals & Minerals Trading 0.34 -
Transport Infrastructure 0.72 -
Consumable Fuels 0.47 -

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