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Motilal Oswal Nifty Midcap 150 Index Fund vs UTI Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2631 Cr | ₹5728 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.79% | 1.03% |
| 6 Month | 10.33% | 8.41% |
| 1 Year | 3.56% | -1.5% |
| 3 Year | 21.78% | 16.94% |
| 5 Year | 26.12% | 19.57% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.51% | 2.56% |
| 1 Year | 15.94% | 12.43% |
| 3 Year | 18.64% | 16.33% |
| 5 Year | 19.86% | 15.63% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.79% | 7.7% |
| 3 Year | 25.97% | 16.95% |
| 5 Year | 28.31% | 19.26% |
Risk Management
| 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% | 17.80% |
| Sharp | 0.96% | 0.65% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -0.78% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.53 | 6.22 |
| Mid Cap | 87.17 | 12.5 |
| Large Cap | 8.92 | 81.28 |
| Small Cap | 1.37 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.1 | 0.06 |
| Utilities | 3.07 | 13.06 |
| Industrials | 18.16 | 10.82 |
| Financial Services | 24.73 | 20.16 |
| Consumer Cyclical | 13.05 | 11.2 |
| Basic Materials | 9.31 | 12.69 |
| Technology | 10.64 | 2.26 |
| Consumer Defensive | 4.35 | 12.03 |
| Healthcare | 8.45 | 6.3 |
| Real Estate | 3.08 | 3.52 |
| Energy | 2.4 | 5.62 |
| Communication Services | 2.87 | 2.29 |
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