Motilal Oswal Nifty 500 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹924 Cr | ₹2040 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 19 Feb 2021 | 10 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 | Data not available./365 | 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 |
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 | -2.93% | -3.4% |
6 Month | -9.98% | -11.54% |
1 Year | 3.75% | 2.59% |
3 Year | 13.59% | 12.25% |
5 Year | - | 15.61% |
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 | -6.59% | -10.16% |
3 Year | 14.21% | 12.05% |
5 Year | - | 15.63% |
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 | 18.01% | 20.17% |
3 Year | 18.41% | 18.05% |
5 Year | - | 18.26% |
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 | 13.179% | 13.77% |
Sharp | 0.668% | 0.51% |
Beta | - | - |
Alpha | - | - |
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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 | 0.01 |
Large Cap | 98.31 | 69.72 |
Mid Cap | 1.82 | 19.3 |
Small Cap | - | 10.95 |
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 | 0.01 |
Technology | 31.59 | - |
Metals & Mining | 6.53 | - |
Materials | 5.41 | - |
Financial | 26.66 | - |
Healthcare | 1.93 | - |
Consumer Staples | 12.01 | - |
Automobile | 4.64 | - |
Energy | 11.36 | - |
Petroleum Products | - | 5.35 |
Power | - | 3.21 |
Gas | - | 0.82 |
Electrical Equipment | - | 1.83 |
Industrial Products | - | 1.99 |
Finance | - | 5.61 |
Banks | - | 19.52 |
IT - Software | - | 10.07 |
Food Products | - | 0.8 |
Auto Components | - | 2.18 |
Construction | - | 2.99 |
Cement & Cement Products | - | 2.01 |
IT - Services | - | 0.28 |
Pharmaceuticals & Biotechnology | - | 4.99 |
Telecom - Equipment & Accessories | - | 0.07 |
Personal Products | - | 0.77 |
Transport Services | - | 0.8 |
Ferrous Metals | - | 1.6 |
Chemicals & Petrochemicals | - | 1.43 |
Consumer Durables | - | 3.07 |
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 |
Agricultural, Commercial & Construction Vehicles | - | 0.3 |
Leisure Services | - | 1.01 |
Paper, Forest & Jute Products | - | 0.07 |
Textiles & Apparels | - | 0.33 |
Automobiles | - | 4.56 |
Aerospace & Defense | - | 1.13 |
Industrial Manufacturing | - | 0.55 |
Realty | - | 1.44 |
Telecom - Services | - | 2.93 |
IT - Hardware | - | 0.02 |
Commercial Services & Supplies | - | 0.19 |
Minerals & Mining | - | 0.13 |
Entertainment | - | 0.19 |
Retailing | - | 2.85 |
Beverages | - | 0.91 |
Diversified Metals | - | 0.41 |
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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