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) ₹289 Cr ₹4581 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 2.91% 2.94%
6 Month -8.26% -8.14%
1 Year -5.7% -5.46%
3 Year 21.65% 21.9%
5 Year 21.1% 21.63%

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 7.69% 7.82%
1 Year -1.94% -1.63%
3 Year 18.14% 18.44%
5 Year 17.18% 17.49%

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 19.46% 9.04%
3 Year 18.01% 16.9%
5 Year 18.81% 17.76%

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 18.72% 19.657%
Sharp 0.517% 0.378%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 0.29 -0.16
Large Cap 88.01 88.41
Mid Cap 11.69 11.75

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 0.29 -0.16
Industrials 14.25 14.31
Healthcare 5.81 5.83
Consumer Defensive 10.41 10.46
Financial Services 23.82 23.92
Basic Materials 10.14 10.19
Utilities 12.06 12.12
Technology 2.1 2.11
Energy 2.07 2.08
Real Estate 3.52 3.53
Consumer Cyclical 12.86 12.93
Communication Services 2.66 2.68

Top Comparisons

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns12.82%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns25.15%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns31.46%

Compare Now

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.94%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.93%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns7.42%

VS

INVESCO INDIA SHORT DURATION FUND - Growth INVESCO INDIA SHORT DURATION FUND - Growth

3Y Returns7.15%

Compare Now
Add to Cart Successfully