UTI Nifty 200 Momentum 30 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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% |
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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 |
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