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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) | ₹2929 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 | 0.69% | 1.38% |
| 6 Month | 3.2% | 2.52% |
| 1 Year | 5.18% | 0.33% |
| 3 Year | 24.55% | 19.06% |
| 5 Year | 23.04% | 16.5% |
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 | 0.86% | -1.08% |
| 1 Year | 12.66% | 5.98% |
| 3 Year | 17.37% | 14.08% |
| 5 Year | 19.43% | 14.57% |
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 | 24.12% | 6.51% |
| 3 Year | 25.48% | 17.02% |
| 5 Year | 27.26% | 19.26% |
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 | 15.75% | 17.85% |
| Sharp | 0.96% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -0.78% |
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 | 2.71 | 6.02 |
| Mid Cap | 86.84 | 12.6 |
| Large Cap | 9.12 | 81.38 |
| Small Cap | 1.33 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.03 | 0.06 |
| Utilities | 2.85 | 12.63 |
| Industrials | 17.94 | 10.62 |
| Financial Services | 25.66 | 20.2 |
| Consumer Cyclical | 13.04 | 11.44 |
| Basic Materials | 9.12 | 12.86 |
| Technology | 10.55 | 2.45 |
| Consumer Defensive | 4.2 | 12.21 |
| Healthcare | 8.44 | 6.26 |
| Real Estate | 2.92 | 3.41 |
| Energy | 2.27 | 5.63 |
| Communication Services | 3 | 2.24 |
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