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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) | ₹2472 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 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 | -2.34% | -0.98% |
| 6 Month | 14.83% | 8.71% |
| 1 Year | -1% | -15.52% |
| 3 Year | 21.9% | 17.68% |
| 5 Year | 26.57% | - |
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 | 3.71% | 2.77% |
| 1 Year | 4.76% | -7.03% |
| 3 Year | 18.86% | 11.76% |
| 5 Year | 20.63% | - |
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 | 26.41% | 14.77% |
| 3 Year | 26.23% | 21.85% |
| 5 Year | 29.46% | - |
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 | 15.77% | 18.22% |
| Sharp | 1.02% | 0.71% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.99% | -0.66% |
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 | 1.62 | 7.72 |
| Mid Cap | 90.43 | 34.55 |
| Small Cap | 3.01 | - |
| Large Cap | 4.94 | 57.73 |
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 | -0.02 | 0.1 |
| Utilities | 3.22 | - |
| Industrials | 19.28 | 15.04 |
| Financial Services | 22.21 | 49.24 |
| Basic Materials | 11.18 | 4.6 |
| Technology | 9.89 | 9.36 |
| Consumer Cyclical | 10.16 | 6.31 |
| Healthcare | 12.16 | 8.87 |
| Real Estate | 2.98 | - |
| Energy | 2.48 | - |
| Communication Services | 3.01 | 5.04 |
| Consumer Defensive | 3.45 | 1.43 |
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