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

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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tortoise-icon 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) ₹2312 Cr ₹5288 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 3.27% 2.56%
6 Month 2% -0.54%
1 Year 4.55% -4.26%
3 Year 29.1% 22.85%
5 Year 30.26% 21.38%

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 12.95% 10.09%
1 Year 14.02% 3.77%
3 Year 24.52% 20.45%
5 Year 24.31% 18.68%

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 27.45% 9.04%
3 Year 26.11% 16.9%
5 Year 27.95% 17.76%

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 17.00% 19.53%
Sharp 1.05% 0.68%
Beta 1.00% 1.00%
Alpha -0.96% -0.80%

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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 0.25 3.22
Mid Cap 91.79 9.7
Small Cap 2.99 -
Large Cap 4.97 87.08

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 0.25 0.85
Utilities 3.39 10.63
Industrials 19.75 14.62
Financial Services 22.31 20.72
Basic Materials 11.14 10.02
Technology 9.64 2
Consumer Cyclical 10.12 10.29
Healthcare 11.09 6
Real Estate 3.09 3.89
Energy 2.54 4.91
Communication Services 3.14 2.37
Consumer Defensive 3.55 13.69

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