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

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

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

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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 15.91% 32.44%
3 Year 41.93% 81.34%
5 Year 42.93% 119.08%

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%

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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
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

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