Motilal Oswal Nifty Smallcap 250 Index vs UTI Nifty 200 Momentum 30 Index Fund compare

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1018 Cr	₹8943 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

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month	1.7%	-0.87%
6 Month	-5.61%	0.65%
1 Year	-4.1%	-2.76%
3 Year	20.68%	18.12%
5 Year	21.09%	-

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month	-1.42%	2.44%
1 Year	5.86%	10.71%
3 Year	12.05%	10.09%
5 Year	15.72%	-

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year	26.48%	13.34%
3 Year	25.21%	20.81%
5 Year	28.8%	-

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation	17.99%	17.24%
Sharp	-	-
Beta	-	-
Alpha	-	-

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

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	-0.1	-
Small Cap	91.02	-
Mid Cap	9.06	26.24
Large Cap	-	73.78

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	-0.1	-
Gas	1.24	-
Food Products	0.52	-
Auto Components	5.02	-
IT - Services	1.8	-
Telecom - Equipment & Accessories	0.35	-
Pharmaceuticals & Biotechnology	9.84	4.08
Transport Services	2.07	5.1
Chemicals & Petrochemicals	4.58	4.53
Capital Markets	8.73	5.07
Minerals & Mining	0.51	-
Fertilizers & Agrochemicals	1.56	-
Retailing	1.08	1.5
Power	2.3	-
Banks	4.19	14.41
Finance	9.51	17.55
Insurance	1.22	13.37
Healthcare Services	4.17	3.91
Paper, Forest & Jute Products	0.47	-
Textiles & Apparels	0.76	-
Electrical Equipment	1.32	-
Industrial Manufacturing	2.54	1.26
Construction	3.38	-
Leisure Services	2.37	1.99
IT - Software	2.42	5.4
Telecom - Services	0.63	5.21
Oil	0.15	-
Aerospace & Defense	1.17	5.79
Personal Products	1.08	-
Automobiles	1.36	3.54
Ferrous Metals	0.47	-
IT - Hardware	0.27	-
Commercial Services & Supplies	2.1	-
Petroleum Products	0.83	-
Cement & Cement Products	0.94	1.54
Agricultural Food & other Products	1.05	-
Industrial Products	6.84	-
Consumer Durables	4.2	1.77
Consumer Services	0.31	-
Entertainment	1.28	-
Healthcare Equipment & Supplies	0.37	-
Realty	1.73	-
Agricultural, Commercial & Construction Vehicles	0.56	-
Household Products	0.44	-
Diversified	0.55	-
Non - Ferrous Metals	0.54	-
Beverages	1.26	1.46
Financial Technology (Fintech)	-	2.54