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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) | ₹2460 Cr | ₹24116 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 | -3.88% | -3.65% |
| 6 Month | 6.15% | 5.19% |
| 1 Year | -3.17% | -0.78% |
| 3 Year | 22.42% | 13.22% |
| 5 Year | 28.5% | 18.28% |
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 | 6.13% | 3.12% |
| 1 Year | 5.4% | 4.57% |
| 3 Year | 19.6% | 12.02% |
| 5 Year | 21.2% | 13.11% |
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 | 26.41% | 13.01% |
| 3 Year | 26.23% | 13.16% |
| 5 Year | 29.46% | 13.03% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.47% | 12.69% |
| Sharp | 1.26% | 0.88% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.99% | -0.35% |
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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 | 1.75 | 3.22 |
| Mid Cap | 90.34 | 1.13 |
| Small Cap | 2.89 | - |
| Large Cap | 5.02 | 95.66 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0 | 0.22 |
| Utilities | 3.33 | 2.54 |
| Industrials | 19.33 | 5.94 |
| Financial Services | 22.97 | 37.33 |
| Basic Materials | 11.12 | 5.93 |
| Technology | 9.79 | 11.19 |
| Consumer Cyclical | 9.98 | 11.11 |
| Healthcare | 11.33 | 3.59 |
| Real Estate | 3.14 | - |
| Energy | 2.49 | 10.95 |
| Communication Services | 3.19 | 4.73 |
| Consumer Defensive | 3.34 | 6.48 |
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