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) | ₹738 Cr | ₹8131 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 | 2.58% | 3.26% |
6 Month | 12.39% | 14.82% |
1 Year | -0.42% | -15.49% |
3 Year | 12.48% | 15.82% |
5 Year | 17.59% | - |
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 | 3.11% | 2.91% |
1 Year | 10.57% | 0.27% |
3 Year | 12.52% | 12.42% |
5 Year | 12.86% | - |
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 | 12.12% | 17.83% |
Sharp | 0.45% | 0.53% |
Beta | 1.00% | 1.00% |
Alpha | -0.60% | -0.66% |
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 | 3.66 | 7.72 |
Large Cap | 95.21 | 57.73 |
Mid Cap | 1.12 | 34.55 |
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 | 0.85 | 0.1 |
Energy | 10.34 | - |
Technology | 10.42 | 9.36 |
Industrials | 5.84 | 15.04 |
Basic Materials | 6.24 | 4.6 |
Consumer Defensive | 6.9 | 1.43 |
Financial Services | 36.51 | 49.24 |
Healthcare | 3.72 | 8.87 |
Consumer Cyclical | 12.07 | 6.31 |
Communication Services | 4.61 | 5.04 |
Utilities | 2.51 | - |
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