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

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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UTI Nifty Next 50 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 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)	₹2432 Cr	₹5497 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	-4.68%	-4.47%
6 Month	3.93%	3.31%
1 Year	-0.98%	-8.62%
3 Year	14.29%	15.95%
5 Year	19.35%	19.18%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	3.44%	3.09%
1 Year	2.12%	-3.56%
3 Year	12.67%	14.99%
5 Year	13.92%	15.3%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year	17.23%	8.17%
3 Year	17.88%	17.14%
5 Year	20.57%	18.97%

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	13.40%	18.14%
Sharp	0.69%	0.64%
Beta	1.00%	1.00%
Alpha	-1.02%	-0.80%

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	2.68	2.48
Large Cap	67.95	87.86
Mid Cap	18.83	9.67
Small Cap	10.52	-

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.22	0.15
Energy	7.65	5.09
Utilities	3.73	10.68
Industrials	11.2	14.56
Financial Services	30.92	20.27
Technology	9.53	2.04
Consumer Defensive	6.47	13.89
Consumer Cyclical	10.67	10.99
Basic Materials	8.03	10
Communication Services	3.96	2.33
Healthcare	6.3	6.34
Real Estate	1.27	3.65