Motilal Oswal Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Invest Now

tortoise-icon UTI Nifty 200 Momentum 30 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 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹570 Cr ₹8121 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 23 Dec 2019 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 10% 36%
Expense Ratio 0.55 0.91
Manager Swapnil P Mayekar Sharwan Kumar Goyal
ISIN Code INF247L01AF4 INF789F1AUS7
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 0.18% 0.56%
6 Month 0.71% -8.37%
1 Year 10.52% 22.09%
3 Year 12.17% 17.73%
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.47% 4.7%
3 Year 14.06% 26.41%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 20.48% 19.39%
3 Year 15.97% 25.25%
5 Year - -

Risk Management

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.47% 17.24%
Sharp 0.67% 1.12%
Beta 0.99% 1.16%
Alpha -2% 7.34%

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 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name Swapnil P Mayekar Sharwan Kumar Goyal
Total AUM ₹9006 Cr ₹27732 Cr
Fund Manage 9 8
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 0.89 -0.44
Large Cap 98.51 69.34
Mid Cap 0.59 31.12

Sector Allocation

Scheme Name

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others -0.01 -0.44
Energy 14.77 4.56
Technology 12.32 -
Construction 4.27 8.78
Metals & Mining 3.15 2.42
Materials 4.39 5.71
Consumer Staples 8.05 2.61
Financial 33.03 12.93
Healthcare 4.24 16.13
Automobile 7.78 22.07
Insurance 1.27 -
Consumer Discretionary 1.5 -
Communication 3.45 -
Services 1.78 6.42
Capital Goods - 18.83

Top Comparisons

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.11%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.13%

Compare Now

Invesco India Liquid Fund - Growth Invesco India Liquid Fund - Growth

3Y Returns6.34%

VS

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.38%

Compare Now

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns14.82%

VS

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns14.61%

Compare Now

HSBC Multi Cap Fund - Regular - Growth HSBC Multi Cap Fund - Regular - Growth

3Y Returns0%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully