UTI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Nifty Smallcap 250 Index - 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)	₹997 Cr	₹5728 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 Smallcap 250 TRI	Nifty Next 50 TRI
Turn Over	60%	49%
Expense Ratio	1.04	0.8
Manager	Swapnil P Mayekar	Deepesh Agarwal
ISIN Code	INF247L01924	INF789FC11T3
Exits Load	Motilal Oswal Nifty Smallcap 250 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

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month	-0.22%	1.03%
6 Month	10.67%	8.41%
1 Year	-5.29%	-1.5%
3 Year	20.77%	16.94%
5 Year	26.71%	19.57%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	-0.64%	2.56%
1 Year	7.76%	12.43%
3 Year	15.36%	16.33%
5 Year	17.72%	15.63%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year	27.98%	7.7%
3 Year	25.86%	16.95%
5 Year	30.02%	19.26%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	19.42%	17.80%
Sharp	0.80%	0.65%
Beta	1.00%	1.00%
Alpha	-1.14%	-0.78%

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	2.94	6.22
Small Cap	94.97	-
Mid Cap	2.09	12.5
Large Cap	-	81.28

Scheme Name	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	0.33	0.06
Utilities	2.84	13.06
Consumer Defensive	3.96	12.03
Consumer Cyclical	11.13	11.2
Communication Services	2.55	2.29
Technology	8.43	2.26
Healthcare	14.86	6.3
Industrials	19.9	10.82
Basic Materials	11.13	12.69
Financial Services	21.34	20.16
Energy	1.68	5.62
Real Estate	1.86	3.52