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) | ₹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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