Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Invest Now

tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹356 Cr ₹8199 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 23 Dec 2019 10 Mar 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 50% 36%
Expense Ratio 1.03 0.92
Manager Swapnil P Mayekar Sharwan Kumar Goyal
ISIN Code INF247L01AD9 INF789F1AUS7
Exits Load Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month -2.39% -2.36%
6 Month 11.71% 6.79%
1 Year -7.21% -13.99%
3 Year 15.98% 17.24%
5 Year 18.95% -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month 2.28% 2.77%
1 Year -1.39% -7.03%
3 Year 15.54% 11.76%
5 Year 15.52% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 17.4% 14.77%
3 Year 18.29% 21.85%
5 Year 20.53% -

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 18.12% 18.22%
Sharp 0.63% 0.71%
Beta 1.00% 1.00%
Alpha -0.97% -0.66%

Fund Managers

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name Swapnil P Mayekar Sharwan Kumar Goyal
Total AUM ₹9006 Cr ₹27732 Cr
Funds Managed 9 8
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 2.44 7.72
Large Cap 87.9 57.73
Mid Cap 9.67 34.55

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 0.11 0.1
Industrials 14.57 15.04
Consumer Cyclical 10.99 6.31
Healthcare 6.34 8.87
Consumer Defensive 13.89 1.43
Financial Services 20.29 49.24
Energy 5.1 -
Basic Materials 10 4.6
Utilities 10.69 -
Technology 2.04 9.36
Real Estate 3.66 -
Communication Services 2.33 5.04

Top Comparisons

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.91%

VS

UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund- Discontinued Growth Option

3Y Returns7%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns21.03%

VS

Sundaram Global Brand Theme - Equity Active FOF Regular Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth

3Y Returns15.65%

Compare Now

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns17.04%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns18%

Compare Now

Bandhan Ultra Short Duration Fund - Regular Plan - Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.09%

VS

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns7.01%

Compare Now
Add to Cart Successfully