UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹375 Cr | ₹24336 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Dec 2019 | 28 Mar 2000 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
| Turn Over | 50% | 5% |
| Expense Ratio | 1.03 | 0.25 |
| Manager | Swapnil P Mayekar | Deepesh Agarwal |
| ISIN Code | INF247L01AD9 | INF789F01JN2 |
| 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 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.52% | 3.64% |
| 6 Month | 8.32% | 6.53% |
| 1 Year | -0.06% | 7.28% |
| 3 Year | 17.56% | 13.5% |
| 5 Year | 20.24% | 18.16% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.55% | 3.49% |
| 1 Year | 11.56% | 15.1% |
| 3 Year | 17.13% | 13.74% |
| 5 Year | 16.2% | 13.69% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.29% | 12.87% |
| 3 Year | 18.05% | 13.12% |
| 5 Year | 19.93% | 13.09% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.77% | 11.78% |
| Sharp | 0.59% | 0.61% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.97% | -0.34% |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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 Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.07 | 3.05 |
| Large Cap | 81.44 | 95.55 |
| Mid Cap | 12.48 | 1.4 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.02 | -0.07 |
| Industrials | 11.24 | 7.09 |
| Consumer Cyclical | 11.51 | 11.68 |
| Healthcare | 5.93 | 4.3 |
| Consumer Defensive | 12.47 | 6.79 |
| Financial Services | 20.01 | 36.5 |
| Energy | 5.37 | 10.37 |
| Basic Materials | 12.91 | 6.33 |
| Utilities | 12.81 | 2.56 |
| Technology | 2.11 | 9.91 |
| Real Estate | 3.43 | - |
| Communication Services | 2.25 | 4.54 |
Top Comparisons
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.13%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.52%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.53%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.02%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.3%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.31%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.67%
LIC MF ELSS Regular Plan-Growth
3Y Returns14.93%