UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

Link copied to clipboard!

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Invest Now

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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)	₹997 Cr	₹24336 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

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Month	2.57%	3.64%
6 Month	12.59%	6.53%
1 Year	-2.77%	7.28%
3 Year	22.06%	13.5%
5 Year	27.42%	18.16%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month	-0.95%	0.12%
1 Year	6.48%	7.33%
3 Year	15.13%	10.59%
5 Year	17.84%	11.79%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year	27.98%	12.87%
3 Year	25.86%	13.12%
5 Year	30.02%	13.09%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	19.39%	11.78%
Sharp	0.76%	0.61%
Beta	1.00%	1.00%
Alpha	-1.15%	-0.34%

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

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Others	2.25	3.05
Small Cap	95.54	-
Mid Cap	2.22	1.4
Large Cap	0	95.55

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Others	0.04	-0.07
Utilities	2.87	2.56
Financial Services	20.62	36.5
Consumer Defensive	3.99	6.79
Consumer Cyclical	11.33	11.68
Technology	8.41	9.91
Communication Services	2.62	4.54
Healthcare	14.97	4.3
Industrials	20.45	7.09
Basic Materials	11.19	6.33
Energy	1.67	10.37
Real Estate	1.85	-