Motilal Oswal Nifty Smallcap 250 Index vs UTI Nifty Next 50 Index Fund compare

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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UTI Nifty Next 50 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 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

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month	4.07%	2.64%
6 Month	-1.33%	-0.85%
1 Year	0.46%	-5.89%
3 Year	28.97%	22.39%
5 Year	32.74%	21.14%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	15.77%	10.09%
1 Year	13.32%	3.77%
3 Year	24.75%	20.45%
5 Year	24.38%	18.68%

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%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	19.96%	19.53%
Sharp	0.86%	0.68%
Beta	1.00%	1.00%
Alpha	-1.23%	-0.80%

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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

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.78	3.22
Small Cap	97.3	-
Mid Cap	1.78	9.7
Large Cap	0.14	87.08

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.25	0.85
Utilities	2.86	10.63
Financial Services	19.52	20.72
Consumer Defensive	4.48	13.69
Consumer Cyclical	9.69	10.29
Technology	8.56	2
Communication Services	2.91	2.37
Industrials	23.4	14.62
Basic Materials	12.12	10.02
Healthcare	12.79	6
Energy	1.4	4.91
Real Estate	2.03	3.89