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) | ₹598 Cr | ₹4581 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 | 3.42% | 2.26% |
6 Month | - | -8.13% |
1 Year | 8.33% | -0.65% |
3 Year | 13.11% | 14.75% |
5 Year | 20.36% | 21.64% |
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 | 2.95% | 0.75% |
1 Year | 0.84% | -11.38% |
3 Year | 13.05% | 18.18% |
5 Year | 14.32% | 17.58% |
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 | 19.65% | 10.44% |
3 Year | 15.59% | 17.14% |
5 Year | 14.77% | 17.42% |
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 | 12.733% | 19.657% |
Sharp | 0.422% | 0.378% |
Beta | - | - |
Alpha | - | - |
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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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