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Motilal Oswal Nifty 500 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2359 Cr | ₹8059 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.13% | -2.24% |
| 6 Month | 7.02% | -1.25% |
| 1 Year | 1.3% | -15.23% |
| 3 Year | 18.68% | 22.58% |
| 5 Year | 21.22% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 10.27% | 9.29% |
| 1 Year | 12.72% | -1.99% |
| 3 Year | 17.14% | 16.12% |
| 5 Year | 16.85% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.2% | 16.74% |
| 3 Year | 17.78% | 21.26% |
| 5 Year | 18.81% | - |
Risk Management
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.99% | 18.31% |
| Sharp | 0.96% | 0.97% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.03% | -0.65% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.1 | 7.77 |
| Large Cap | 69.65 | 60.01 |
| Mid Cap | 18.9 | 32.22 |
| Small Cap | 10.3 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.28 | 1.04 |
| Energy | 7.61 | 0.99 |
| Utilities | 3.75 | - |
| Industrials | 11.35 | 6.58 |
| Financial Services | 30.83 | 10.46 |
| Technology | 9.54 | 28.62 |
| Consumer Defensive | 6.78 | 2.23 |
| Consumer Cyclical | 10.63 | 24.11 |
| Basic Materials | 7.93 | 2.63 |
| Communication Services | 3.78 | 9.42 |
| Healthcare | 6.22 | 13.92 |
| Real Estate | 1.25 | - |
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