Motilal Oswal Nifty 500 Index Fund vs UTI Nifty Next 50 Index Fund compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2468 Cr | ₹5551 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 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.88% | -2.57% |
6 Month | 6.42% | 6.42% |
1 Year | -2.43% | -10.19% |
3 Year | 15.9% | 17.75% |
5 Year | 20.27% | 19.98% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5% | 4.62% |
1 Year | 6.24% | 0.09% |
3 Year | 15.27% | 17.81% |
5 Year | 15.73% | 17.14% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.99% | 18.97% |
Sharp | 0.96% | 0.87% |
Beta | 1.00% | 1.00% |
Alpha | -1.03% | -0.80% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.68 | 2.63 |
Large Cap | 67.95 | 87.72 |
Mid Cap | 18.83 | 9.65 |
Small Cap | 10.52 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.22 | 0.21 |
Energy | 7.65 | 4.99 |
Utilities | 3.73 | 10.76 |
Industrials | 11.19 | 14.79 |
Financial Services | 30.92 | 20.89 |
Technology | 9.53 | 2.06 |
Consumer Defensive | 6.47 | 13.1 |
Consumer Cyclical | 10.68 | 10.74 |
Basic Materials | 8.03 | 10.02 |
Communication Services | 3.96 | 2.42 |
Healthcare | 6.3 | 6.15 |
Real Estate | 1.27 | 3.87 |
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