- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹356 Cr | ₹5497 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 | -1.79% | -1.76% |
| 6 Month | 9.36% | 9.54% |
| 1 Year | -7% | -6.8% |
| 3 Year | 16.06% | 16.27% |
| 5 Year | 18.77% | 19.26% |
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 | 3.03% | 3.09% |
| 1 Year | -3.79% | -3.56% |
| 3 Year | 14.72% | 14.99% |
| 5 Year | 15.02% | 15.3% |
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 | 17.4% | 8.17% |
| 3 Year | 18.29% | 17.14% |
| 5 Year | 20.53% | 18.97% |
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 | 18.12% | 18.14% |
| Sharp | 0.63% | 0.64% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.97% | -0.80% |
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 | 2.44 | 2.48 |
| Large Cap | 87.9 | 87.86 |
| Mid Cap | 9.67 | 9.67 |
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 | 0.11 | 0.15 |
| Industrials | 14.57 | 14.56 |
| Consumer Cyclical | 10.99 | 10.99 |
| Healthcare | 6.34 | 6.34 |
| Consumer Defensive | 13.89 | 13.89 |
| Financial Services | 20.29 | 20.27 |
| Energy | 5.1 | 5.09 |
| Basic Materials | 10 | 10 |
| Utilities | 10.69 | 10.68 |
| Technology | 2.04 | 2.04 |
| Real Estate | 3.66 | 3.65 |
| Communication Services | 2.33 | 2.33 |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.26%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.57%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns20.76%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns14.01%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns10.98%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns16.87%
