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UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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tortoise-icon UTI Nifty 50 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹289 Cr ₹20351 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 2.91% 0.84%
6 Month -8.26% 0.22%
1 Year -5.7% 6.48%
3 Year 21.65% 17.05%
5 Year 21.1% 20.9%

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 7.69% 6.4%
1 Year -1.94% 7.16%
3 Year 18.14% 13.63%
5 Year 17.18% 14.29%

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 19.46% 13.21%
3 Year 18.01% 13.03%
5 Year 18.81% 12.99%

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 18.72% 13.113%
Sharp 0.517% 0.35%
Beta - -
Alpha - -

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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 0.29 0.7
Large Cap 88.01 98.02
Mid Cap 11.69 1.28

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 0.29 -0.17
Industrials 14.25 5.45
Healthcare 5.81 3.83
Consumer Defensive 10.41 7.65
Financial Services 23.82 36.6
Basic Materials 10.14 6.03
Utilities 12.06 2.64
Technology 2.1 13.17
Energy 2.07 10.95
Real Estate 3.52 -
Consumer Cyclical 12.86 9.62
Communication Services 2.66 4.25

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