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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹1525 Cr ₹266 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 02 Sep 2019 05 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 Exit load of 1% if redeemed within 15 days./365 Exit load of 1%, if redeemed within 15 days./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 -4.42% -7.19%
6 Month 4.95% -0.55%
1 Year 25.73% 44.76%
3 Year 13.11% 15.61%
5 Year 17.81% -

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 Year - -
5 Year - -

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Small Cap 2.63 -
Mid Cap 4.35 9.77
Large Cap 27.91 88.14
Others - 2.12

Sector Allocation

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

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

Consumer Staples 4.57 9.9
Services 1.19 14.11
Financial 14.26 19.27
Technology 3 -
Materials 1.94 4.13
Energy 1.33 11.26
Metals & Mining 1.42 4.85
Chemicals 0.75 2.24
Automobile 1.52 5.56
Healthcare 1.62 2.47
Textiles 0.05 -
Capital Goods 2.75 18.47
Consumer Discretionary 0.17 -
Communication 0.07 -
Diversified 0.16 1.59
Construction 0.09 2.6
Others - 0.16
Insurance - 3.42

Top Comparisons

INVESCO INDIA SHORT DURATION FUND - Growth INVESCO INDIA SHORT DURATION FUND - Growth

3Y Returns5.32%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.92%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns9.59%

VS

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns9.08%

Compare Now

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns5.94%

VS

Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns5.98%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns13.15%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns7.42%

Compare Now
Request call back
Add to Cart Successfully