Motilal Oswal Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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
3Y Returns7.91%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns7%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.03%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns15.65%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns17.04%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns18%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.09%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7.01%