Nippon India Nifty 50 Value 20 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
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) | ₹924 Cr | ₹1982 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 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 | Data not available./365 | 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 |
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 | -5.12% | -4.77% |
6 Month | -15.52% | -19.53% |
1 Year | -0.42% | 5.23% |
3 Year | 11.69% | 18.61% |
5 Year | - | 26.3% |
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 | -9.85% | -12.49% |
1 Year | -15.09% | -22.64% |
3 Year | 11.21% | 14.41% |
5 Year | - | 19.93% |
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 | 18.01% | 29.32% |
3 Year | 18.41% | 26.61% |
5 Year | - | 27.4% |
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 | 13.179% | 16.194% |
Sharp | 0.668% | 0.828% |
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 Midcap 150 Index Fund - Regular Plan |
---|---|---|
Name | Himanshu Mange | Swapnil P Mayekar |
Total AUM | ₹0 Cr | ₹9006 Cr |
Funds Managed | 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 | 0.48 | 0.33 |
Large Cap | 97.78 | 5.92 |
Mid Cap | 1.74 | 87.61 |
Small Cap | - | 6.14 |
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 | 0.08 | 0.33 |
Technology | 33.47 | 9.96 |
Energy | 6.43 | 2.43 |
Basic Materials | 4.77 | 11.22 |
Financial Services | 24.46 | 20.17 |
Healthcare | 1.97 | 11.46 |
Consumer Defensive | 12.64 | 4.35 |
Consumer Cyclical | 8.48 | 13.23 |
Utilities | 7.7 | 1.96 |
Industrials | - | 18.5 |
Real Estate | - | 3.28 |
Communication Services | - | 3.13 |
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