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) | ₹970 Cr | ₹8199 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 | -4.61% | -2.3% |
6 Month | 19.2% | 11.06% |
1 Year | -9.1% | -19.57% |
3 Year | 21.01% | 16.02% |
5 Year | 25.75% | - |
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 | 0.61% | -1.11% |
1 Year | -0.31% | -9.17% |
3 Year | 16.64% | 10.25% |
5 Year | 19.31% | - |
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 | 19.30% | 18.22% |
Sharp | 0.89% | 0.71% |
Beta | 1.00% | 1.00% |
Alpha | -1.19% | -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 | 0.8 | 7.72 |
Small Cap | 97.01 | - |
Mid Cap | 1.99 | 34.55 |
Large Cap | 0.2 | 57.73 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.22 | 0.1 |
Utilities | 2.89 | - |
Financial Services | 19.88 | 49.24 |
Consumer Defensive | 4.47 | 1.43 |
Consumer Cyclical | 9.57 | 6.31 |
Technology | 7.95 | 9.36 |
Communication Services | 2.82 | 5.04 |
Industrials | 22.57 | 15.04 |
Basic Materials | 12.38 | 4.6 |
Healthcare | 13.97 | 8.87 |
Energy | 1.34 | - |
Real Estate | 1.94 | - |
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