Motilal Oswal Nifty Smallcap 250 Index vs UTI Nifty 200 Momentum 30 Index Fund compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | 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) | ₹965 Cr | ₹8131 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 10 Sep 2019 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 60% | 36% |
Expense Ratio | 1.04 | 0.92 |
Manager | Swapnil P Mayekar | Sharwan Kumar Goyal |
ISIN Code | INF247L01924 | INF789F1AUS7 |
Exits Load | Motilal Oswal Nifty Smallcap 250 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 Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.86% | 2.37% |
6 Month | 23.54% | 15.26% |
1 Year | -6.1% | -15.31% |
3 Year | 21.98% | 16.24% |
5 Year | 26.67% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.89% | 2.91% |
1 Year | 9.44% | 0.27% |
3 Year | 18.85% | 12.42% |
5 Year | 20.19% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 28.8% | 14.77% |
3 Year | 26.16% | 21.85% |
5 Year | 30.93% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.45% | 17.83% |
Sharp | 0.73% | 0.53% |
Beta | 1.00% | 1.00% |
Alpha | -1.16% | -0.66% |
Fund Managers
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | 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 Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.78 | 7.78 |
Small Cap | 97.01 | - |
Mid Cap | 2 | 34.44 |
Large Cap | 0.21 | 57.78 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.15 | 0.06 |
Utilities | 2.67 | - |
Financial Services | 19.78 | 49.03 |
Consumer Defensive | 4.71 | 1.43 |
Consumer Cyclical | 9.95 | 7.12 |
Technology | 7.93 | 9.8 |
Communication Services | 2.9 | 5.07 |
Industrials | 22.73 | 14.56 |
Basic Materials | 12.09 | 4.52 |
Healthcare | 13.98 | 8.4 |
Energy | 1.3 | - |
Real Estate | 1.84 | - |
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