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Motilal Oswal Nifty 50 Index Fund vs UTI Nifty Next 50 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 Next 50 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 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) ₹755 Cr ₹5482 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 1.47% 0.25%
6 Month 8.42% 8.13%
1 Year 4.59% -6.04%
3 Year 14.71% 18.52%
5 Year 17.53% 20.58%

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 3.02% 2.37%
1 Year 14.1% 10.36%
3 Year 13.11% 16.99%
5 Year 13.17% 16.25%

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 16.43% 7.7%
3 Year 15.15% 16.95%
5 Year 18.11% 19.26%

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 11.78% 17.79%
Sharp 0.59% 0.60%
Beta 1.00% 1.00%
Alpha -0.60% -0.79%

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 3.08 6.1
Large Cap 95.52 81.42
Mid Cap 1.4 12.48

Sector Allocation

Scheme Name

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others -0.04 0.01
Energy 10.37 5.37
Technology 9.91 2.11
Industrials 7.09 11.23
Basic Materials 6.32 12.9
Healthcare 4.3 5.93
Consumer Defensive 6.79 12.47
Financial Services 36.49 20
Consumer Cyclical 11.68 11.5
Communication Services 4.54 2.24
Utilities 2.56 12.8
Real Estate - 3.42

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