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) | ₹396 Cr | ₹26492 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 | -2.13% | -0.2% |
| 6 Month | 1.38% | 4.23% |
| 1 Year | -6.55% | 5.84% |
| 3 Year | 16.39% | 13.18% |
| 5 Year | 15.94% | 14.55% |
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 | 0.14% | 3.63% |
| 1 Year | 10.34% | 16.46% |
| 3 Year | 14.33% | 13.18% |
| 5 Year | 14.36% | 13.05% |
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 | 14.47% | 13.34% |
| 3 Year | 17.89% | 13.5% |
| 5 Year | 19.84% | 13.16% |
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 | 17.83% | 11.55% |
| Sharp | 0.57% | 0.53% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.98% | -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 | 6.02 | 3.33 |
| Large Cap | 81.39 | 95.33 |
| Mid Cap | 12.59 | 1.34 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.06 | 0.02 |
| Industrials | 10.62 | 7.24 |
| Healthcare | 6.26 | 4.32 |
| Financial Services | 20.2 | 36.8 |
| Energy | 5.63 | 10.88 |
| Consumer Cyclical | 11.44 | 10.69 |
| Basic Materials | 12.85 | 6.16 |
| Consumer Defensive | 12.21 | 6.48 |
| Utilities | 12.63 | 2.32 |
| Technology | 2.45 | 10.3 |
| Real Estate | 3.41 | - |
| Communication Services | 2.24 | 4.79 |
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