Motilal Oswal Nifty Midcap 150 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 Midcap 150 Index Fund - Regular Plan
Fund Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹712 Cr ₹1758 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 Midcap 150 Total Return Index
Turn Over 39% 50%
Expense Ratio 0.76 1
Manager Himanshu Mange Swapnil P Mayekar
ISIN Code INF204KB19Y8 INF247L01908
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 Midcap 150 Index Fund - Regular Plan
1 Month 1.19% 1.85%
6 Month 16.78% 22.86%
1 Year 44.24% 50.1%
3 Year 19.34% 27.41%
5 Year - -

SIP Return Analysis

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month - -
1 Year 14.03% 21.12%
3 Year 34.71% 55.88%
5 Year 39.56% 109.83%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year 17.82% 30.27%
3 Year 18.99% 26.92%
5 Year - 29.89%

Risk Management

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation 12.88% 14.7%
Sharp 0.92% 1.26%
Beta 0.89% 1.03%
Alpha 2.56% -1.23%

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 Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan

Market Cap

Scheme Name

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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others -0.13 1.08
Large Cap 98.31 1.79
Mid Cap 1.82 77.04
Small Cap - 4.99

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others -0.13 -0.11
Technology 31.59 4.69
Metals & Mining 6.53 5.95
Materials 5.41 4.01
Financial 26.66 13.17
Healthcare 1.93 7.86
Consumer Staples 12.01 2.03
Automobile 4.64 7.41
Energy 11.36 5.85
Services - 5.84
Capital Goods - 12.09
Chemicals - 5.67
Construction - 4.24
Communication - 2.99
Consumer Discretionary - 1.35
Diversified - 0.32
Insurance - 0.56
Textiles - 0.98

Top Comparisons

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

3Y Returns6.2%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns5.86%

Compare Now

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns4.73%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.08%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns23.14%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns21.03%

Compare Now

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns13.93%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns13.93%

Compare Now
Request call back
Add to Cart Successfully