UTI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹356 Cr | ₹5482 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 | 3.01% | 3.03% |
6 Month | 15.09% | 15.28% |
1 Year | -9.63% | -9.43% |
3 Year | 14.86% | 15.07% |
5 Year | 19.51% | 20.02% |
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 | 3.46% | 3.51% |
1 Year | 7.6% | 7.86% |
3 Year | 17.02% | 17.3% |
5 Year | 16.11% | 16.38% |
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 | 17.4% | 8.17% |
3 Year | 18.29% | 17.14% |
5 Year | 20.53% | 18.97% |
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 | 17.93% | 17.95% |
Sharp | 0.47% | 0.48% |
Beta | 1.00% | 1.00% |
Alpha | -0.97% | -0.80% |
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 | 2.69 | 2.48 |
Large Cap | 87.65 | 87.86 |
Mid Cap | 9.65 | 9.67 |
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 | 0.38 | 0.15 |
Industrials | 14.47 | 14.56 |
Consumer Cyclical | 11.86 | 10.99 |
Healthcare | 6.13 | 6.34 |
Consumer Defensive | 14.21 | 13.89 |
Financial Services | 19.56 | 20.27 |
Energy | 4.87 | 5.09 |
Basic Materials | 10.07 | 10 |
Utilities | 10.49 | 10.68 |
Technology | 2.09 | 2.04 |
Real Estate | 3.55 | 3.65 |
Communication Services | 2.32 | 2.33 |
Top Comparisons
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns12.99%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns22.97%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.23%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns17.68%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns14.47%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns20.86%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns26.94%