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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) | ₹701 Cr | ₹8059 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 | 3.64% | 4.65% |
| 6 Month | 8.13% | -4.32% |
| 1 Year | 7.26% | -9.33% |
| 3 Year | 18.08% | 24.29% |
| 5 Year | 20.41% | - |
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 | 9.48% | 11.51% |
| 1 Year | 14.13% | -0.14% |
| 3 Year | 15.96% | 18.03% |
| 5 Year | 15.46% | - |
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 | 18.57% | 16.74% |
| 3 Year | 15.21% | 21.26% |
| 5 Year | 15.84% | - |
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 | 13.14% | 19.28% |
| Sharp | 0.63% | 0.69% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.59% | -0.60% |
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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 | 0.91 | -0.09 |
| Large Cap | 97.82 | 64.99 |
| Mid Cap | 1.28 | 35.1 |
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 | 0.04 | -0.09 |
| Energy | 10.93 | 0.91 |
| Technology | 13.14 | 31.12 |
| Industrials | 5.44 | 5.96 |
| Basic Materials | 6.02 | 2.73 |
| Consumer Defensive | 7.63 | 2.16 |
| Financial Services | 36.52 | 8.6 |
| Healthcare | 3.82 | 14.43 |
| Consumer Cyclical | 9.6 | 24.56 |
| Communication Services | 4.25 | 9.62 |
| Utilities | 2.63 | - |
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