Motilal Oswal Nifty Smallcap 250 Index vs UTI Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹919 Cr | ₹5288 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 10 Sep 2019 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | Nifty Next 50 TRI |
Turn Over | 60% | 49% |
Expense Ratio | 1.04 | 0.8 |
Manager | Swapnil P Mayekar | Deepesh Agarwal |
ISIN Code | INF247L01924 | INF789FC11T3 |
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 Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.5% | 1.1% |
6 Month | -0.02% | 2.67% |
1 Year | -0.43% | -6.38% |
3 Year | 28.01% | 21.39% |
5 Year | 32.11% | 20.97% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 15.4% | 8.98% |
1 Year | 14.32% | 4.06% |
3 Year | 23.94% | 19.46% |
5 Year | 23.91% | 18.07% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 29.91% | 9.04% |
3 Year | 26% | 16.9% |
5 Year | 29.41% | 17.76% |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.38% | 18.97% |
Sharp | 1.10% | 0.87% |
Beta | 1.00% | 1.00% |
Alpha | -1.23% | -0.80% |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | 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 Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.78 | 2.63 |
Small Cap | 97.3 | - |
Mid Cap | 1.78 | 9.65 |
Large Cap | 0.14 | 87.72 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.25 | 0.21 |
Utilities | 2.86 | 10.76 |
Financial Services | 19.52 | 20.89 |
Consumer Defensive | 4.48 | 13.1 |
Consumer Cyclical | 9.69 | 10.74 |
Technology | 8.56 | 2.06 |
Communication Services | 2.91 | 2.42 |
Industrials | 23.4 | 14.79 |
Basic Materials | 12.12 | 10.02 |
Healthcare | 12.79 | 6.15 |
Energy | 1.4 | 4.99 |
Real Estate | 2.03 | 3.87 |
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