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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) | ₹796 Cr | ₹7668 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 | 8.79% | 3.45% |
| 6 Month | -5.95% | -11.83% |
| 1 Year | 2.54% | -12.97% |
| 3 Year | 27.31% | 23.24% |
| 5 Year | 33.63% | - |
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 | 13.01% | 8.44% |
| 1 Year | 8.07% | -6.16% |
| 3 Year | 23.04% | 16.23% |
| 5 Year | 23.5% | - |
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 | 29.91% | 16.74% |
| 3 Year | 26% | 21.26% |
| 5 Year | 29.41% | - |
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 | 19.328% | 19.196% |
| Sharp | 0.577% | 0.48% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0.4 | -0.09 |
| Small Cap | 91.55 | - |
| Mid Cap | 8.32 | 35.1 |
| Large Cap | - | 64.99 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.66 | -0.09 |
| Utilities | 1.92 | - |
| Consumer Defensive | 4.25 | 2.16 |
| Consumer Cyclical | 9.84 | 24.56 |
| Technology | 7.93 | 31.12 |
| Communication Services | 2.92 | 9.62 |
| Industrials | 21.16 | 5.96 |
| Basic Materials | 14.14 | 2.73 |
| Financial Services | 20.52 | 8.6 |
| Healthcare | 13.15 | 14.43 |
| Energy | 1.57 | 0.91 |
| Real Estate | 2.21 | - |
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