Motilal Oswal Nifty Midcap 150 Index Fund vs UTI Nifty Next 50 Index Fund compare

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Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Nifty Midcap 150 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)	₹2929 Cr	₹5941 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 Midcap 150 Total Return Index	Nifty Next 50 TRI
Turn Over	50%	49%
Expense Ratio	1	0.8
Manager	Swapnil P Mayekar	Deepesh Agarwal
ISIN Code	INF247L01908	INF789FC11T3
Exits Load	Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month	-1.11%	-1.89%
6 Month	2.87%	1.66%
1 Year	1.41%	-6.01%
3 Year	21.5%	16%
5 Year	22.99%	16.45%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	2.99%	1.04%
1 Year	17.12%	10.21%
3 Year	18.08%	14.83%
5 Year	19.52%	14.79%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year	24.48%	6.6%
3 Year	25.54%	17.03%
5 Year	27.39%	19.29%

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	15.75%	17.85%
Sharp	0.96%	0.58%
Beta	1.00%	1.00%
Alpha	-0.93%	-0.78%

Scheme Name	Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	2.71	6.02
Mid Cap	86.84	12.6
Large Cap	9.12	81.38
Small Cap	1.33	-

Scheme Name	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.03	0.06
Utilities	2.85	12.63
Industrials	17.94	10.62
Financial Services	25.66	20.2
Consumer Cyclical	13.04	11.44
Basic Materials	9.12	12.86
Technology	10.55	2.45
Consumer Defensive	4.2	12.21
Healthcare	8.44	6.26
Real Estate	2.92	3.41
Energy	2.27	5.63
Communication Services	3	2.24