Motilal Oswal Nifty Midcap 150 Index Fund vs Motilal Oswal 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 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 Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Fund Motilal Oswal Nifty Midcap 150 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) ₹1758 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 Midcap 150 Total Return Index NIFTY Next 50 TRI
Turn Over 50% 50%
Expense Ratio 1 1.03
Manager Swapnil P Mayekar Swapnil P Mayekar
ISIN Code INF247L01908 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 Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month -7.25% -10.13%
6 Month 4.77% -0.73%
1 Year 29.03% 42.1%
3 Year 19.41% 14.92%
5 Year 26.2% -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month - -
1 Year 19.07% 23.8%
3 Year 29.2% 27.47%
5 Year 29.28% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year 30.5% 21.49%
3 Year 26.95% 18.51%
5 Year 29.91% -

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 14.7% 16.73%
Sharp 1.26% 0.91%
Beta 1.03% 1.15%
Alpha -1.23% 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 Midcap 150 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 Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

Others 1.08 2.12
Mid Cap 77.04 9.77
Large Cap 1.79 88.14
Small Cap 4.99 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

Others -0.11 0.16
Energy 5.85 11.26
Materials 4.01 4.13
Services 5.84 14.11
Financial 13.17 19.27
Technology 4.69 -
Healthcare 7.86 2.47
Capital Goods 12.09 18.47
Automobile 7.41 5.56
Chemicals 5.67 2.24
Construction 4.24 2.6
Metals & Mining 5.95 4.85
Communication 2.99 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 9.9
Diversified 0.32 1.59
Insurance 0.56 3.42
Textiles 0.98 -

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns6.11%

VS

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns5.85%

Compare Now

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns6.03%

VS

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

3Y Returns6.54%

Compare Now

Nippon India Equity Hybrid Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

3Y Returns14.11%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns12.28%

Compare Now

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns5.65%

VS

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns4.68%

Compare Now
Request call back
Add to Cart Successfully