Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Invest Now

tortoise-icon UTI Nifty Next 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 Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹396 Cr ₹5953 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 23 Dec 2019 28 Jun 2018
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI Nifty Next 50 TRI
Turn Over 50% 49%
Expense Ratio 1.03 0.8
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01AD9 INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month -2.65% -2.63%
6 Month 1.66% 1.76%
1 Year -4.76% -4.54%
3 Year 16.06% 16.31%
5 Year 15.8% 16.11%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month 0.14% 0.21%
1 Year 10.34% 10.66%
3 Year 14.33% 14.63%
5 Year 14.36% 14.63%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 13.87% 6.51%
3 Year 17.84% 17.02%
5 Year 19.75% 19.26%

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.83% 17.85%
Sharp 0.57% 0.58%
Beta 1.00% 1.00%
Alpha -0.98% -0.78%

Fund Managers

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 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 Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 6.02 6.02
Large Cap 81.39 81.38
Mid Cap 12.59 12.6

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 0.06 0.06
Industrials 10.62 10.62
Healthcare 6.26 6.26
Financial Services 20.2 20.2
Energy 5.63 5.63
Consumer Cyclical 11.44 11.44
Basic Materials 12.85 12.86
Consumer Defensive 12.21 12.21
Utilities 12.63 12.63
Technology 2.45 2.45
Real Estate 3.41 3.41
Communication Services 2.24 2.24

Top Comparisons

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns16.28%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns16.24%

Compare Now

Kotak Large & Midcap Fund - Growth Kotak Large & Midcap Fund - Growth

3Y Returns18.23%

VS

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns16.5%

Compare Now

ITI Ultra Short Duration Fund Regular - Growth ITI Ultra Short Duration Fund Regular - Growth

3Y Returns6.33%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.22%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns23.51%

VS

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

3Y Returns14.91%

Compare Now
Add to Cart Successfully