UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹796 Cr | ₹20351 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 10 Sep 2019 | 28 Mar 2000 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 TRI |
Turn Over | 60% | 5% |
Expense Ratio | 1.04 | 0.25 |
Manager | Swapnil P Mayekar | Deepesh Agarwal |
ISIN Code | INF247L01924 | INF789F01JN2 |
Exits Load | Motilal Oswal Nifty Smallcap 250 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 Smallcap 250 Index - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 8.79% | 0.84% |
6 Month | -5.95% | 0.22% |
1 Year | 2.54% | 6.48% |
3 Year | 27.31% | 17.05% |
5 Year | 33.63% | 20.9% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 13.01% | 6.4% |
1 Year | 8.07% | 7.16% |
3 Year | 23.04% | 13.63% |
5 Year | 23.5% | 14.29% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 29.91% | 13.21% |
3 Year | 26% | 13.03% |
5 Year | 29.41% | 12.99% |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.328% | 13.113% |
Sharp | 0.577% | 0.35% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | 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 Smallcap 250 Index - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.4 | 0.7 |
Small Cap | 91.55 | - |
Mid Cap | 8.32 | 1.28 |
Large Cap | - | 98.02 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.66 | -0.17 |
Utilities | 1.92 | 2.64 |
Consumer Defensive | 4.25 | 7.65 |
Consumer Cyclical | 9.84 | 9.62 |
Technology | 7.93 | 13.17 |
Communication Services | 2.92 | 4.25 |
Industrials | 21.16 | 5.45 |
Basic Materials | 14.14 | 6.03 |
Financial Services | 20.52 | 36.6 |
Healthcare | 13.15 | 3.83 |
Energy | 1.57 | 10.95 |
Real Estate | 2.21 | - |
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