Motilal Oswal Nifty 500 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

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tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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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 Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
Fund Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹712 Cr ₹1525 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 19 Feb 2021 02 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Value 20 TRI NIFTY 500 TRI
Turn Over 39% 10%
Expense Ratio 0.76 0.88
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204KB19Y8 INF247L01940
Exits Load Nil/365 Exit load of 1% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month -4.95% -6.08%
6 Month 8.29% 4.51%
1 Year 27.79% 24.87%
3 Year 15.46% 12.77%
5 Year - 17.52%

SIP Return Analysis

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month - -
1 Year 20.77% 15.43%
3 Year 22.54% 20.24%
5 Year - 20.5%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year 17.89% 20.4%
3 Year 18.96% 18.4%
5 Year - 20.62%

Risk Management

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation 12.88% 12.78%
Sharp 0.92% 0.87%
Beta 0.89% 1%
Alpha 2.56% -1.07%

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Fund Managers

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan
Name Himanshu Mange Swapnil P Mayekar
Total AUM ₹0 Cr ₹9006 Cr
Fund Manage 10 9
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty 500 Index Fund - Regular Plan

Market Cap

Scheme Name

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others -0.13 -
Large Cap 98.31 27.91
Mid Cap 1.82 4.35
Small Cap - 2.63

Sector Allocation

Scheme Name

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others -0.13 -
Technology 31.59 3
Metals & Mining 6.53 1.42
Materials 5.41 1.94
Financial 26.66 14.26
Healthcare 1.93 1.62
Consumer Staples 12.01 4.57
Automobile 4.64 1.52
Energy 11.36 1.33
Services - 1.19
Chemicals - 0.75
Textiles - 0.05
Capital Goods - 2.75
Consumer Discretionary - 0.17
Communication - 0.07
Diversified - 0.16
Construction - 0.09

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