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) | ₹375 Cr | ₹5728 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 | 2.52% | 2.55% |
| 6 Month | 8.32% | 8.49% |
| 1 Year | -0.06% | 0.17% |
| 3 Year | 17.56% | 17.8% |
| 5 Year | 20.24% | 20.57% |
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 | 1.11% | 1.15% |
| 1 Year | 7.82% | 8.07% |
| 3 Year | 15.11% | 15.39% |
| 5 Year | 14.99% | 15.25% |
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 | 16.29% | 7.7% |
| 3 Year | 18.05% | 16.95% |
| 5 Year | 19.93% | 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 | 17.78% | 17.80% |
| Sharp | 0.64% | 0.65% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.97% | -0.78% |
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 | 6.07 | 6.1 |
| Large Cap | 81.44 | 81.42 |
| Mid Cap | 12.48 | 12.48 |
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 | -0.02 | 0.01 |
| Industrials | 11.24 | 11.23 |
| Consumer Cyclical | 11.51 | 11.5 |
| Healthcare | 5.93 | 5.93 |
| Consumer Defensive | 12.47 | 12.47 |
| Financial Services | 20.01 | 20 |
| Energy | 5.37 | 5.37 |
| Basic Materials | 12.91 | 12.9 |
| Utilities | 12.81 | 12.8 |
| Technology | 2.11 | 2.11 |
| Real Estate | 3.43 | 3.42 |
| Communication Services | 2.25 | 2.24 |
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