- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹796 Cr | ₹4581 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 | 8.79% | 2.94% |
| 6 Month | -5.95% | -8.14% |
| 1 Year | 2.54% | -5.46% |
| 3 Year | 27.31% | 21.9% |
| 5 Year | 33.63% | 21.63% |
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 | 13.01% | 7.82% |
| 1 Year | 8.07% | -1.63% |
| 3 Year | 23.04% | 18.44% |
| 5 Year | 23.5% | 17.49% |
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 | 29.91% | 9.04% |
| 3 Year | 26% | 16.9% |
| 5 Year | 29.41% | 17.76% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.328% | 19.657% |
| Sharp | 0.577% | 0.378% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.4 | -0.16 |
| Small Cap | 91.55 | - |
| Mid Cap | 8.32 | 11.75 |
| Large Cap | - | 88.41 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.66 | -0.16 |
| Utilities | 1.92 | 12.12 |
| Consumer Defensive | 4.25 | 10.46 |
| Consumer Cyclical | 9.84 | 12.93 |
| Technology | 7.93 | 2.11 |
| Communication Services | 2.92 | 2.68 |
| Industrials | 21.16 | 14.31 |
| Basic Materials | 14.14 | 10.19 |
| Financial Services | 20.52 | 23.92 |
| Healthcare | 13.15 | 5.83 |
| Energy | 1.57 | 2.08 |
| Real Estate | 2.21 | 3.53 |
Top Comparisons
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns31.8%
Quant Mid Cap Fund-Growth
3Y Returns24.23%
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns31.8%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns25.05%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns21.6%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns21.31%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
