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UTI Nifty 200 Momentum 30 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Nifty Midcap 150 Index Fund - 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) | ₹2312 Cr | ₹8059 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 Midcap 150 Total Return Index | Nifty 200 Momentum 30 TRI |
| Turn Over | 50% | 36% |
| Expense Ratio | 1 | 0.92 |
| Manager | Swapnil P Mayekar | Sharwan Kumar Goyal |
| ISIN Code | INF247L01908 | INF789F1AUS7 |
| Exits Load | Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.82% | 4.65% |
| 6 Month | 3.46% | -4.32% |
| 1 Year | 5.02% | -9.33% |
| 3 Year | 28.92% | 24.29% |
| 5 Year | 30.03% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 12.95% | 11.51% |
| 1 Year | 14.02% | -0.14% |
| 3 Year | 24.52% | 18.03% |
| 5 Year | 24.31% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 27.45% | 16.74% |
| 3 Year | 26.11% | 21.26% |
| 5 Year | 27.95% | - |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.00% | 19.28% |
| Sharp | 1.05% | 0.69% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.96% | -0.60% |
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Fund Managers
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - 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 Midcap 150 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.33 | -0.09 |
| Mid Cap | 87.61 | 35.1 |
| Large Cap | 5.92 | 64.99 |
| Small Cap | 6.14 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.33 | -0.09 |
| Utilities | 1.96 | - |
| Industrials | 18.5 | 5.96 |
| Financial Services | 20.17 | 8.6 |
| Basic Materials | 11.22 | 2.73 |
| Technology | 9.96 | 31.12 |
| Healthcare | 11.46 | 14.43 |
| Consumer Cyclical | 13.23 | 24.56 |
| Real Estate | 3.28 | - |
| Energy | 2.43 | 0.91 |
| Communication Services | 3.13 | 9.62 |
| Consumer Defensive | 4.35 | 2.16 |
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