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UTI Nifty 200 Momentum 30 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Nifty Smallcap 250 Index - 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) | ₹970 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 Smallcap 250 TRI | Nifty 200 Momentum 30 TRI |
| Turn Over | 60% | 36% |
| Expense Ratio | 1.04 | 0.92 |
| Manager | Swapnil P Mayekar | Sharwan Kumar Goyal |
| ISIN Code | INF247L01924 | INF789F1AUS7 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.45% | -0.98% |
| 6 Month | 16.25% | 8.71% |
| 1 Year | -5.18% | -15.52% |
| 3 Year | 22.93% | 17.68% |
| 5 Year | 27.35% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.35% | 2.77% |
| 1 Year | 0.19% | -7.03% |
| 3 Year | 17.46% | 11.76% |
| 5 Year | 19.74% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 28.8% | 14.77% |
| 3 Year | 26.16% | 21.85% |
| 5 Year | 30.93% | - |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.30% | 18.22% |
| Sharp | 0.89% | 0.71% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.19% | -0.66% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.8 | 7.72 |
| Small Cap | 97.01 | - |
| Mid Cap | 1.99 | 34.55 |
| Large Cap | 0.2 | 57.73 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.22 | 0.1 |
| Utilities | 2.89 | - |
| Financial Services | 19.88 | 49.24 |
| Consumer Defensive | 4.47 | 1.43 |
| Consumer Cyclical | 9.57 | 6.31 |
| Technology | 7.95 | 9.36 |
| Communication Services | 2.82 | 5.04 |
| Industrials | 22.57 | 15.04 |
| Basic Materials | 12.38 | 4.6 |
| Healthcare | 13.97 | 8.87 |
| Energy | 1.34 | - |
| Real Estate | 1.94 | - |
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