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) | ₹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% |
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 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 |
Top Comparisons
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns21.56%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns25.48%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.97%
Edelweiss Liquid Fund - Regular Plan - Growth Option
3Y Returns6.89%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.33%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.37%