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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) | ₹701 Cr | ₹5288 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 | 3.64% | 2.3% |
| 6 Month | 8.13% | 0.28% |
| 1 Year | 7.26% | -3.66% |
| 3 Year | 18.08% | 22.89% |
| 5 Year | 20.41% | 21.36% |
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 | 9.48% | 10.09% |
| 1 Year | 14.13% | 3.77% |
| 3 Year | 15.96% | 20.45% |
| 5 Year | 15.46% | 18.68% |
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 | 18.57% | 9.04% |
| 3 Year | 15.21% | 16.9% |
| 5 Year | 15.84% | 17.76% |
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 | 13.14% | 19.53% |
| Sharp | 0.63% | 0.68% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.59% | -0.80% |
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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 | 0.91 | -0.16 |
| Large Cap | 97.82 | 88.41 |
| Mid Cap | 1.28 | 11.75 |
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 | -0.16 |
| Energy | 10.93 | 2.08 |
| Technology | 13.14 | 2.11 |
| Industrials | 5.44 | 14.31 |
| Basic Materials | 6.02 | 10.19 |
| Consumer Defensive | 7.63 | 10.46 |
| Financial Services | 36.52 | 23.92 |
| Healthcare | 3.82 | 5.83 |
| Consumer Cyclical | 9.6 | 12.93 |
| Communication Services | 4.25 | 2.68 |
| Utilities | 2.63 | 12.12 |
| Real Estate | - | 3.53 |
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