Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Nifty 200 Momentum 30 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 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) ₹341 Cr ₹8059 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 23 Dec 2019 10 Mar 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 50% 36%
Expense Ratio 1.03 0.92
Manager Swapnil P Mayekar Sharwan Kumar Goyal
ISIN Code INF247L01AD9 INF789F1AUS7
Exits Load Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 2.59% 3.88%
6 Month -0.68% -5.43%
1 Year -4.47% -10.32%
3 Year 22.63% 25.37%
5 Year 20.84% -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month 10.01% 11.51%
1 Year 3.56% -0.14%
3 Year 20.18% 18.03%
5 Year 18.39% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 19.46% 16.74%
3 Year 18.01% 21.26%
5 Year 18.81% -

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 19.50% 19.28%
Sharp 0.67% 0.69%
Beta 1.00% 1.00%
Alpha -0.99% -0.60%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 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 Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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

Others 3.17 7.77
Large Cap 87.12 60.01
Mid Cap 9.71 32.22

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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

Others 0.8 1.04
Industrials 14.63 6.58
Consumer Cyclical 10.3 24.11
Healthcare 6.01 13.92
Consumer Defensive 13.7 2.23
Financial Services 20.73 10.46
Energy 4.91 0.99
Basic Materials 10.02 2.63
Utilities 10.64 -
Technology 2 28.62
Real Estate 3.9 -
Communication Services 2.37 9.42

Top Comparisons

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns11.99%

VS

DSP Regular Savings Fund- Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth

3Y Returns10.99%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns21.52%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns31.94%

Compare Now

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns8.19%

VS

PGIM India Gilt Fund - Growth PGIM India Gilt Fund - Growth

3Y Returns7.34%

Compare Now

Kotak Midcap Fund - Growth Kotak Midcap Fund - Growth

3Y Returns27.51%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns33.07%

Compare Now
Add to Cart Successfully