Both HDFC Defence Fund and Motilal Oswal Nifty India Defence Index Fund aim to provide exposure to the Indian defence sector, but they differ in their investment strategy:
HDFC Defence Fund:
Actively Managed Fund: This fund is not an index fund. It is managed by a fund manager who selects stocks based on their analysis. The aim is to outperform the Nifty Defence Index.
Higher Expense Ratio: As of June 2024, the expense ratio for HDFC Defence Fund is around 0.74% (direct plan). This means higher fees compared to index funds.
Currently Closed for Lump Sums: Due to high inflows, HDFC Defence Fund is only accepting investments through SIP (Systematic Investment Plan) as of June 2024.
Motilal Oswal Nifty India Defence Index Fund:
Index Fund: This fund tracks the Nifty Defence Index. It invests in the same proportion as the index, and aims to mirror its performance.
Lower Expense Ratio: Index funds typically have lower expense ratios compared to actively managed funds. Motilal Oswal Nifty India Defence Index Fund's expense ratio is yet to be determined, but it's expected to be lower than HDFC Defence Fund.
Open for Lump Sums and SIPs: You can invest in this fund through both lump sums and SIPs.
Here's a table summarizing the key differences:
Feature HDFC Defence Fund Motilal Oswal Nifty India Defence Index Fund
Investment Strategy Actively Managed Index Fund
Expense Ratio (approx.) 0.74% (direct plan) Lower (to be determined)
Current Investment Option SIP only SIP and Lump Sum.
Choosing the right fund depends on your investment goals:
If you prefer actively managed funds and are comfortable with higher expense ratios, HDFC Defence Fund could be an option.
If you prefer a passive investment approach with lower fees and want the flexibility of lump sums, Motilal Oswal Nifty India Defence Index Fund might be a better choice.
Before investing, consider your risk tolerance, investment horizon, and overall portfolio allocation. It's also recommended to consult a financial advisor for personalized advice.
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20 авг 2024
