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) | ₹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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