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Motilal Oswal Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

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tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹840 Cr ₹8943 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 0.44% -1.66%
6 Month 5.73% 0.96%
1 Year 5.81% -10.99%
3 Year 12.86% 16.09%
5 Year 14.51% -

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 3.57% 1.4%
1 Year 16.18% 10.58%
3 Year 12.9% 10.89%
5 Year 12.76% -

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 14.93% 13.34%
3 Year 14.98% 20.81%
5 Year 17.63% -

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 11.56% 17.81%
Sharp 0.51% 0.60%
Beta 1.00% 1.00%
Alpha -0.59% -0.65%

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 3.38 8.26
Large Cap 95.27 57.22
Mid Cap 1.34 34.52

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 0.08 0.04
Energy 10.88 -
Technology 10.22 9.7
Industrials 7.25 14.3
Basic Materials 6.16 3.9
Healthcare 4.32 7.99
Consumer Defensive 6.48 1.46
Financial Services 36.81 50.4
Consumer Cyclical 10.69 6.99
Communication Services 4.79 5.21
Utilities 2.32 -

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