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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 |
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