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) | ₹356 Cr | ₹23719 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 | 3.01% | 2.6% |
6 Month | 15.09% | 12.55% |
1 Year | -9.63% | -0.12% |
3 Year | 14.86% | 12.77% |
5 Year | 19.51% | 17.99% |
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 | 3.46% | 3.18% |
1 Year | 7.6% | 10.88% |
3 Year | 17.02% | 12.8% |
5 Year | 16.11% | 13.17% |
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 | 17.4% | 13.01% |
3 Year | 18.29% | 13.16% |
5 Year | 20.53% | 13.03% |
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 | 17.93% | 12.11% |
Sharp | 0.47% | 0.47% |
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 | 2.69 | 3.12 |
Large Cap | 87.65 | 95.74 |
Mid Cap | 9.65 | 1.14 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.38 | 0.25 |
Industrials | 14.47 | 5.91 |
Consumer Cyclical | 11.86 | 11.29 |
Healthcare | 6.13 | 3.77 |
Consumer Defensive | 14.21 | 6.73 |
Financial Services | 19.56 | 37.76 |
Energy | 4.87 | 10.52 |
Basic Materials | 10.07 | 6.11 |
Utilities | 10.49 | 2.58 |
Technology | 2.09 | 10.42 |
Real Estate | 3.55 | - |
Communication Services | 2.32 | 4.64 |
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