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) | ₹341 Cr | ₹5288 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 | 3.42% | 3.39% |
6 Month | 1.23% | 1.37% |
1 Year | -3.72% | -3.53% |
3 Year | 23.25% | 23.48% |
5 Year | 21.14% | 21.69% |
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 | 10.01% | 10.09% |
1 Year | 3.56% | 3.77% |
3 Year | 20.18% | 20.45% |
5 Year | 18.39% | 18.68% |
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 | 19.46% | 9.04% |
3 Year | 18.01% | 16.9% |
5 Year | 18.81% | 17.76% |
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 | 19.50% | 19.53% |
Sharp | 0.67% | 0.68% |
Beta | 1.00% | 1.00% |
Alpha | -0.99% | -0.80% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.29 | -0.16 |
Large Cap | 88.01 | 88.41 |
Mid Cap | 11.69 | 11.75 |
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 | 0.29 | -0.16 |
Industrials | 14.25 | 14.31 |
Healthcare | 5.81 | 5.83 |
Consumer Defensive | 10.41 | 10.46 |
Financial Services | 23.82 | 23.92 |
Basic Materials | 10.14 | 10.19 |
Utilities | 12.06 | 12.12 |
Technology | 2.1 | 2.11 |
Energy | 2.07 | 2.08 |
Real Estate | 3.52 | 3.53 |
Consumer Cyclical | 12.86 | 12.93 |
Communication Services | 2.66 | 2.68 |
Top Comparisons
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns22.48%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns17.61%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns18.13%
Quant Quantamental Fund Regular - Growth
3Y Returns28.35%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns30.54%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns25.87%