Motilal Oswal Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹840 Cr | ₹5941 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Dec 2019 | 28 Jun 2018 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Next 50 TRI |
| Turn Over | 10% | 49% |
| Expense Ratio | 0.55 | 0.8 |
| Manager | Swapnil P Mayekar | Deepesh Agarwal |
| ISIN Code | INF247L01AF4 | INF789FC11T3 |
| 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 Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.33% | -2.1% |
| 6 Month | 6.26% | 2.56% |
| 1 Year | 6.72% | -4.96% |
| 3 Year | 12.51% | 16.08% |
| 5 Year | 15.17% | 16.87% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.55% | 1.04% |
| 1 Year | 17.73% | 10.21% |
| 3 Year | 13.36% | 14.83% |
| 5 Year | 13.08% | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.93% | 6.6% |
| 3 Year | 14.98% | 17.03% |
| 5 Year | 17.63% | 19.29% |
Risk Management
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.56% | 17.85% |
| Sharp | 0.51% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.59% | -0.78% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Swapnil P Mayekar | Deepesh Agarwal |
| Total AUM | ₹9006 Cr | ₹35015 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.86 | 6.22 |
| Large Cap | 94.77 | 81.28 |
| Mid Cap | 1.38 | 12.5 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.62 | 0.06 |
| Energy | 10.65 | 5.62 |
| Technology | 9.89 | 2.26 |
| Industrials | 7.24 | 10.82 |
| Basic Materials | 6.37 | 12.69 |
| Healthcare | 4.22 | 6.3 |
| Consumer Defensive | 6.69 | 12.03 |
| Financial Services | 36.28 | 20.16 |
| Consumer Cyclical | 10.85 | 11.2 |
| Communication Services | 4.74 | 2.29 |
| Utilities | 2.46 | 13.06 |
| Real Estate | - | 3.52 |
Top Comparisons
Franklin India Small Cap Fund-Growth
3Y Returns18.77%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.24%
SBI Focused Fund - Regular Plan -Growth
3Y Returns17.1%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns15.73%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns14.96%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.75%
Kotak Large & Midcap Fund - Growth
3Y Returns18.2%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns19.24%