Motilal Oswal Nifty 500 Index Fund vs UTI Nifty Next 50 Index Fund compare

Link copied to clipboard!

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Invest Now

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Invest Now

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 Next 50 Index Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2757 Cr	₹5953 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	10 Sep 2019	28 Jun 2018
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty Next 50 TRI
Turn Over	10%	49%
Expense Ratio	0.88	0.8
Manager	Swapnil P Mayekar	Deepesh Agarwal
ISIN Code	INF247L01940	INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month	-1.96%	-2.99%
6 Month	2.41%	1.81%
1 Year	1.95%	-5.44%
3 Year	14.46%	16.47%
5 Year	15.58%	16.23%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	1.98%	0.21%
1 Year	13.95%	10.66%
3 Year	13.32%	14.63%
5 Year	13.71%	14.63%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year	14.83%	6.6%
3 Year	17.49%	17.03%
5 Year	19.48%	19.29%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	13.08%	17.85%
Sharp	0.60%	0.58%
Beta	1.00%	1.00%
Alpha	-0.99%	-0.78%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	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 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	3.79	6.02
Large Cap	67.76	81.38
Mid Cap	19	12.6
Small Cap	9.69	-

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.38	0.06
Energy	7.72	5.63
Utilities	3.64	12.63
Industrials	10.88	10.62
Financial Services	31.29	20.2
Technology	9.2	2.45
Consumer Defensive	6.47	12.21
Consumer Cyclical	11.26	11.44
Basic Materials	7.92	12.86
Communication Services	3.92	2.24
Healthcare	6.4	6.26
Real Estate	1.17	3.41