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) | ₹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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