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

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Nifty Next 50 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 Next 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹525 Cr ₹4360 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 03 Dec 2019 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 10% 49%
Expense Ratio 0.56 0.79
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01AF4 INF789FC11T3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 1.05% 2.36%
6 Month 14.72% 28.54%
1 Year 30.51% 69.03%
3 Year 15.1% 22.88%
5 Year - 23.55%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.27% 32.87%
3 Year 27.27% 56.87%
5 Year 50.93% 91.94%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 20.6% 24.53%
3 Year 43.59% 62.34%
5 Year 56.24% 97.82%

Risk Management

Scheme Name Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.47% 16.75%
Sharp 0.67% 0.93%
Beta 0.99% 1.15%
Alpha -2% 3.56%

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 Next 50 Index Fund - Regular Plan - Growth Option
Name Swapnil P Mayekar Deepesh Agarwal
Total AUM ₹9006 Cr ₹35015 Cr
Fund Manage 9 9
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

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

Others 0.89 1.96
Large Cap 98.51 88.22
Mid Cap 0.59 9.8

Sector Allocation

Scheme Name

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

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

Others -0.01 -
Energy 14.77 11.27
Technology 12.32 -
Construction 4.27 2.6
Metals & Mining 3.15 4.85
Materials 4.39 4.13
Consumer Staples 8.05 9.91
Financial 33.03 19.29
Healthcare 4.24 2.47
Automobile 7.78 5.58
Insurance 1.27 3.43
Consumer Discretionary 1.5 -
Communication 3.45 -
Services 1.78 14.13
Capital Goods - 18.49
Chemicals - 2.24
Diversified - 1.59

Top Comparisons

HDFC Liquid Fund - Growth Plan HDFC Liquid Fund - Growth Plan

3Y Returns5.91%

VS

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

3Y Returns6.06%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns12.05%

VS

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns13.66%

Compare Now

WhiteOak Capital Pharma and Healthcare Fund-Reg (G) WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

3Y Returns0%

VS

Sundaram Multi Asset Allocation Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

Compare Now
Request call back
Add to Cart Successfully