- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
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) | ₹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 | 0.64% | -1.14% |
| 6 Month | 4.67% | 5.76% |
| 1 Year | -0.77% | -8.2% |
| 3 Year | 27.3% | 20.2% |
| 5 Year | 31.91% | 20.85% |
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 | 14.38% | 7.69% |
| 1 Year | 13.39% | 2.77% |
| 3 Year | 23.45% | 18.58% |
| 5 Year | 23.44% | 17.51% |
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 | 19.38% | 18.97% |
| Sharp | 1.10% | 0.87% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.23% | -0.80% |
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 | 0.78 | 2.63 |
| Small Cap | 97.3 | - |
| Mid Cap | 1.78 | 9.65 |
| Large Cap | 0.14 | 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 | 0.25 | 0.21 |
| Utilities | 2.86 | 10.76 |
| Financial Services | 19.52 | 20.89 |
| Consumer Defensive | 4.48 | 13.1 |
| Consumer Cyclical | 9.69 | 10.74 |
| Technology | 8.56 | 2.06 |
| Communication Services | 2.91 | 2.42 |
| Industrials | 23.4 | 14.79 |
| Basic Materials | 12.12 | 10.02 |
| Healthcare | 12.79 | 6.15 |
| Energy | 1.4 | 4.99 |
| Real Estate | 2.03 | 3.87 |
Top Comparisons
ICICI Prudential Multicap Fund - Growth
3Y Returns23.67%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns8.06%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns11.99%
Franklin Build India Fund Growth Plan
3Y Returns32.79%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns31.54%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.93%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.31%
