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Motilal Oswal Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹732 Cr | ₹8543 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Dec 2019 | 10 Mar 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty 200 Momentum 30 TRI |
| Turn Over | 10% | 36% |
| Expense Ratio | 0.55 | 0.92 |
| Manager | Swapnil P Mayekar | Sharwan Kumar Goyal |
| ISIN Code | INF247L01AF4 | INF789F1AUS7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.67% | -6.38% |
| 6 Month | 5.04% | 1.05% |
| 1 Year | -1.07% | -18.65% |
| 3 Year | 12.94% | 17.95% |
| 5 Year | 17.88% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.05% | 2.29% |
| 1 Year | 4.28% | -11.12% |
| 3 Year | 11.74% | 11.37% |
| 5 Year | 12.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.15% | 14.77% |
| 3 Year | 15.38% | 21.85% |
| 5 Year | 19.51% | - |
Risk Management
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.70% | 18.31% |
| Sharp | 0.86% | 0.97% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.60% | -0.65% |
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Fund Managers
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Swapnil P Mayekar | Sharwan Kumar Goyal |
| Total AUM | ₹9006 Cr | ₹27732 Cr |
| Funds Managed | 9 | 8 |
| Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.32 | 7.77 |
| Large Cap | 95.55 | 57.12 |
| Mid Cap | 1.13 | 35.11 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.33 | -0.01 |
| Energy | 10.93 | 0 |
| Technology | 11.17 | 8.96 |
| Industrials | 5.94 | 15.35 |
| Basic Materials | 5.92 | 4.98 |
| Consumer Defensive | 6.47 | 1.45 |
| Financial Services | 37.29 | 49.45 |
| Healthcare | 3.59 | 8.65 |
| Consumer Cyclical | 11.09 | 6.14 |
| Communication Services | 4.72 | 5.02 |
| Utilities | 2.54 | - |
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