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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) | ₹2040 Cr | ₹7668 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 | 3.17% | 3.91% |
| 6 Month | -3.24% | -15.41% |
| 1 Year | 4.94% | -9.67% |
| 3 Year | 14.12% | 14.96% |
| 5 Year | 22.15% | - |
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 | 1.75% | -4.41% |
| 1 Year | -3.7% | -23.96% |
| 3 Year | 14.54% | 13.59% |
| 5 Year | 15.89% | - |
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 | 20.17% | 20.19% |
| 3 Year | 18.05% | 24.03% |
| 5 Year | 18.26% | - |
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 | 13.77% | 19.196% |
| Sharp | 0.51% | 0.48% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0.79 | -0.09 |
| Large Cap | 71.39 | 64.99 |
| Mid Cap | 17.44 | 35.1 |
| Small Cap | 2.87 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.27 | -0.09 |
| Energy | 7.37 | 0.91 |
| Industrials | 8.24 | 5.96 |
| Financial Services | 29.41 | 8.6 |
| Technology | 10.23 | 31.12 |
| Basic Materials | 7.08 | 2.73 |
| Healthcare | 5.57 | 14.43 |
| Consumer Defensive | 6.77 | 2.16 |
| Consumer Cyclical | 9.76 | 24.56 |
| Real Estate | 1.1 | - |
| Utilities | 3.34 | - |
| Communication Services | 3.37 | 9.62 |
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