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Motilal Oswal Nifty 500 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
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) | ₹2040 Cr | ₹289 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 | 6.84% | 8.08% |
| 6 Month | -7.28% | -13.17% |
| 1 Year | 6.04% | 3.26% |
| 3 Year | 12.59% | 13.56% |
| 5 Year | 22.99% | 21.61% |
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 | 0.31% | -1.03% |
| 1 Year | -4.73% | -12.44% |
| 3 Year | 13.98% | 17.61% |
| 5 Year | 15.65% | 17.21% |
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 | 20.17% | 22.58% |
| 3 Year | 18.05% | 18.3% |
| 5 Year | 18.26% | 17.02% |
Risk Management
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 13.77% | 18.72% |
| Sharp | 0.51% | 0.517% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 0.79 | 0.29 |
| Large Cap | 71.39 | 88.01 |
| Mid Cap | 17.44 | 11.69 |
| Small Cap | 2.87 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.27 | 0.29 |
| Energy | 7.37 | 2.07 |
| Industrials | 8.24 | 14.25 |
| Financial Services | 29.41 | 23.82 |
| Technology | 10.23 | 2.1 |
| Basic Materials | 7.08 | 10.14 |
| Healthcare | 5.57 | 5.81 |
| Consumer Defensive | 6.77 | 10.41 |
| Consumer Cyclical | 9.76 | 12.86 |
| Real Estate | 1.1 | 3.52 |
| Utilities | 3.34 | 12.06 |
| Communication Services | 3.37 | 2.66 |
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