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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) ₹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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