UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2312 Cr | ₹23249 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 10 Sep 2019 | 28 Mar 2000 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 Total Return Index | NIFTY 50 TRI |
Turn Over | 50% | 5% |
Expense Ratio | 1 | 0.25 |
Manager | Swapnil P Mayekar | Deepesh Agarwal |
ISIN Code | INF247L01908 | INF789F01JN2 |
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 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3% | 3.6% |
6 Month | 2.43% | 6.71% |
1 Year | 3.23% | 5.72% |
3 Year | 28.92% | 18.07% |
5 Year | 30.11% | 20.15% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 12.95% | 9.55% |
1 Year | 14.02% | 14.45% |
3 Year | 24.52% | 16.24% |
5 Year | 24.31% | 15.78% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 27.45% | 13.21% |
3 Year | 26.11% | 13.03% |
5 Year | 27.95% | 12.99% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.00% | 13.13% |
Sharp | 1.05% | 0.65% |
Beta | 1.00% | 1.00% |
Alpha | -0.96% | -0.34% |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Swapnil P Mayekar | Deepesh Agarwal |
Total AUM | ₹9006 Cr | ₹35015 Cr |
Funds Managed | 9 | 9 |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.25 | 0.9 |
Mid Cap | 91.79 | 1.1 |
Small Cap | 2.99 | - |
Large Cap | 4.97 | 98 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.25 | 0.1 |
Utilities | 3.39 | 2.58 |
Industrials | 19.75 | 6.02 |
Financial Services | 22.31 | 37.56 |
Basic Materials | 11.14 | 5.8 |
Technology | 9.64 | 11.25 |
Consumer Cyclical | 10.12 | 11.05 |
Healthcare | 11.09 | 3.65 |
Real Estate | 3.09 | - |
Energy | 2.54 | 10.81 |
Communication Services | 3.14 | 4.44 |
Consumer Defensive | 3.55 | 6.74 |
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