UTI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3023 Cr | ₹5953 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Sep 2019 | 28 Jun 2018 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 Total Return Index | Nifty Next 50 TRI |
| Turn Over | 50% | 49% |
| Expense Ratio | 1 | 0.8 |
| Manager | Swapnil P Mayekar | Deepesh Agarwal |
| ISIN Code | INF247L01908 | INF789FC11T3 |
| Exits Load | Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1% | 0.21% |
| 6 Month | 1.23% | 1.2% |
| 1 Year | 8% | 7.03% |
| 3 Year | 22.4% | 17.76% |
| 5 Year | 20.84% | 14.82% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.61% | 0.69% |
| 1 Year | 12.69% | 8.43% |
| 3 Year | 15.71% | 13.28% |
| 5 Year | 18.18% | 13.98% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.91% | 6.29% |
| 3 Year | 25.45% | 17.04% |
| 5 Year | 27.17% | 19.2% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.7% | 16.75% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 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 Midcap 150 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.37 | 6.02 |
| Mid Cap | 86.73 | 12.6 |
| Large Cap | 9.64 | 81.38 |
| Small Cap | 1.26 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.09 | 0.06 |
| Utilities | 2.82 | 12.63 |
| Industrials | 17.44 | 10.62 |
| Financial Services | 25.67 | 20.2 |
| Consumer Cyclical | 13.69 | 11.44 |
| Basic Materials | 9.51 | 12.86 |
| Technology | 10.05 | 2.45 |
| Consumer Defensive | 4.2 | 12.21 |
| Healthcare | 8.34 | 6.26 |
| Real Estate | 2.89 | 3.41 |
| Energy | 2.4 | 5.63 |
| Communication Services | 3.09 | 2.24 |
Top Comparisons
SBI Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.08%
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
3Y Returns5.71%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.91%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth
3Y Returns7.94%
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth
3Y Returns7.13%