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

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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tortoise-icon 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) ₹978 Cr ₹5551 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -5.02% -3.84%
6 Month 6.3% 5.03%
1 Year -5.85% -10.77%
3 Year 22.93% 16.7%
5 Year 30.28% 19.65%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month 7.61% 3.65%
1 Year 2.52% -2.77%
3 Year 18.87% 16.04%
5 Year 20.72% 15.99%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 28.8% 8.17%
3 Year 26.16% 17.14%
5 Year 30.93% 18.97%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 19.38% 18.97%
Sharp 1.10% 0.87%
Beta 1.00% 1.00%
Alpha -1.23% -0.80%

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Fund Managers

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

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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

Others 0.67 2.63
Small Cap 97.15 -
Mid Cap 1.98 9.65
Large Cap 0.2 87.72

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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

Others -0.04 0.21
Utilities 3.02 10.76
Financial Services 20.68 20.89
Consumer Defensive 4.31 13.1
Consumer Cyclical 9.42 10.74
Technology 8.48 2.06
Communication Services 2.93 2.42
Industrials 22.51 14.79
Basic Materials 12.19 10.02
Healthcare 13.02 6.15
Energy 1.34 4.99
Real Estate 2.15 3.87

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