- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2040 Cr | ₹4581 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 | 3.17% | 2.26% |
| 6 Month | -3.24% | -8.13% |
| 1 Year | 4.94% | -0.65% |
| 3 Year | 14.12% | 14.75% |
| 5 Year | 22.15% | 21.64% |
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 | 1.75% | 0.75% |
| 1 Year | -3.7% | -11.38% |
| 3 Year | 14.54% | 18.18% |
| 5 Year | 15.89% | 17.58% |
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 | 20.17% | 10.44% |
| 3 Year | 18.05% | 17.14% |
| 5 Year | 18.26% | 17.42% |
Risk Management
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.77% | 19.657% |
| Sharp | 0.51% | 0.378% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.79 | -0.16 |
| Large Cap | 71.39 | 88.41 |
| Mid Cap | 17.44 | 11.75 |
| Small Cap | 2.87 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.27 | -0.16 |
| Energy | 7.37 | 2.08 |
| Industrials | 8.24 | 14.31 |
| Financial Services | 29.41 | 23.92 |
| Technology | 10.23 | 2.11 |
| Basic Materials | 7.08 | 10.19 |
| Healthcare | 5.57 | 5.83 |
| Consumer Defensive | 6.77 | 10.46 |
| Consumer Cyclical | 9.76 | 12.93 |
| Real Estate | 1.1 | 3.53 |
| Utilities | 3.34 | 12.12 |
| Communication Services | 3.37 | 2.68 |
Top Comparisons
Invesco India Infrastructure Fund - Growth Option
3Y Returns23.99%
Quant Infrastructure Fund - Growth Option
3Y Returns17.06%
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns2.43%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns8.37%
Franklin India Flexi Cap Fund - Growth
3Y Returns19.08%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns14.63%
