Motilal Oswal Nifty 500 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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UTI Nifty 200 Momentum 30 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 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2821 Cr	₹8683 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	10 Sep 2019	10 Mar 2021
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty 200 Momentum 30 TRI
Turn Over	10%	36%
Expense Ratio	0.88	0.92
Manager	Swapnil P Mayekar	Sharwan Kumar Goyal
ISIN Code	INF247L01940	INF789F1AUS7
Exits Load	Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365	Data not available./365

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month	-2.34%	-1.75%
6 Month	0.5%	0.16%
1 Year	9.09%	3.32%
3 Year	15.78%	18.89%
5 Year	15.33%	-

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month	-3.39%	-3.48%
1 Year	-0.47%	-1.96%
3 Year	8.91%	6.4%
5 Year	11.44%	-

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year	14.46%	4.03%
3 Year	17.29%	18.7%
5 Year	19.33%	-

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation	12.78%	17.24%
Sharp	-	-
Beta	-	-
Alpha	-	-

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name	Swapnil P Mayekar	Sharwan Kumar Goyal
Total AUM	₹9006 Cr	₹27732 Cr
Funds Managed	9	8
	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	4.07	10.98
Large Cap	67.88	51.01
Mid Cap	18.98	38.01
Small Cap	9.35	-

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	0.24	1.1
Energy	7.8	-
Utilities	3.58	-
Industrials	10.6	10.87
Financial Services	31.19	45.47
Technology	9.18	2.48
Consumer Defensive	6.44	0
Consumer Cyclical	11.54	20.12
Basic Materials	8.29	11.79
Communication Services	4.01	4.88
Healthcare	6.31	3.28
Real Estate	1.14	-