Motilal Oswal Nifty Next 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹396 Cr | ₹5953 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Dec 2019 | 28 Jun 2018 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | Nifty Next 50 TRI |
| Turn Over | 50% | 49% |
| Expense Ratio | 1.03 | 0.8 |
| Manager | Swapnil P Mayekar | Deepesh Agarwal |
| ISIN Code | INF247L01AD9 | INF789FC11T3 |
| 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 Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.57% | 0.59% |
| 6 Month | 1.05% | 1.2% |
| 1 Year | 1.92% | 2.21% |
| 3 Year | 17.84% | 18.08% |
| 5 Year | 15.94% | 16.24% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.57% | 1.64% |
| 1 Year | 10.31% | 10.63% |
| 3 Year | 14.45% | 14.75% |
| 5 Year | 14.72% | 14.98% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.87% | 6.51% |
| 3 Year | 17.84% | 17.02% |
| 5 Year | 19.75% | 19.26% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.73% | 16.75% |
| Sharp | 0.91% | 0.93% |
| Beta | 1.15% | 1.15% |
| Alpha | 3.32% | 3.56% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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 Next 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.02 | 6.02 |
| Large Cap | 81.39 | 81.38 |
| Mid Cap | 12.59 | 12.6 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.06 | 0.06 |
| Industrials | 10.62 | 10.62 |
| Healthcare | 6.26 | 6.26 |
| Financial Services | 20.2 | 20.2 |
| Energy | 5.63 | 5.63 |
| Consumer Cyclical | 11.44 | 11.44 |
| Basic Materials | 12.85 | 12.86 |
| Consumer Defensive | 12.21 | 12.21 |
| Utilities | 12.63 | 12.63 |
| Technology | 2.45 | 2.45 |
| Real Estate | 3.41 | 3.41 |
| Communication Services | 2.24 | 2.24 |
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