Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Nifty Midcap 150 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1982 Cr ₹130 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 10 Sep 2019 16 Apr 2020
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 Total Return Index NIFTY Next 50 TRI
Turn Over 50% 54%
Expense Ratio 1 0.8
Manager Swapnil P Mayekar Praveen Ayathan
ISIN Code INF247L01908 INF917K01D95
Exits Load Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month 7.67% 7.94%
6 Month -10.73% -13.44%
1 Year 6.05% 2.97%
3 Year 18.58% 13.42%
5 Year 30.61% 21.88%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month -2.35% -1.24%
1 Year -9.86% -12.86%
3 Year 19.09% 17.43%
5 Year 21.99% 17.19%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 29.32% 23.04%
3 Year 26.61% 18.82%
5 Year 27.4% -

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 16.194% 19.623%
Sharp 0.828% 0.365%
Beta - -
Alpha - -

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 Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name Swapnil P Mayekar Praveen Ayathan
Total AUM ₹9006 Cr ₹3762 Cr
Funds Managed 9 5
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.33 -0.01
Mid Cap 87.61 11.49
Large Cap 5.92 88.52
Small Cap 6.14 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.33 -0.01
Utilities 1.96 12.26
Industrials 18.5 14.79
Financial Services 20.17 23.97
Basic Materials 11.22 9.75
Technology 9.96 2.41
Healthcare 11.46 5.55
Consumer Cyclical 13.23 12.23
Real Estate 3.28 3.59
Energy 2.43 2.13
Communication Services 3.13 2.67
Consumer Defensive 4.35 10.67

Top Comparisons

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.96%

VS

Parag Parikh Arbitrage Fund Regular - Growth Parag Parikh Arbitrage Fund Regular - Growth

3Y Returns0%

Compare Now

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns22.61%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns18.87%

Compare Now

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

VS

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

3Y Returns17.87%

Compare Now

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns7.19%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns6.65%

Compare Now
Add to Cart Successfully