Motilal Oswal Nifty 500 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

Motilal Oswal Nifty 500 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Nifty 500 Index Fund - Regular Plan	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)	₹1525 Cr	₹6972 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	02 Sep 2019	10 Mar 2021
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	Nifty 200 Momentum 30 TRI
Turn Over	10%	36%
Expense Ratio	0.88	0.92
Manager	Swapnil P Mayekar	Sharwan Kumar Goyal
ISIN Code	INF247L01940	INF789F1AUS7
Exits Load	Exit load of 1% if redeemed within 15 days./365	Nil/365

Trailing Lumpsum Returns

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month	1.48%	2%
6 Month	17.84%	23.89%
1 Year	39.54%	66.97%
3 Year	18.38%	25.29%
5 Year	-	-

SIP Return Analysis

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	15.9%	31.81%
3 Year	36.07%	64.81%
5 Year	67.76%	69.98%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year	22.71%	24.08%
3 Year	52.79%	70.45%
5 Year	73.86%	72%

Risk Management

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation	12.78%	17.24%
Sharp	0.87%	1.12%
Beta	1%	1.16%
Alpha	-1.07%	7.34%

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Fund Managers

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	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 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Small Cap	2.63	-
Mid Cap	4.35	31.12
Large Cap	27.91	69.34
Others	-	-0.44

Sector Allocation

Scheme Name	Motilal Oswal Nifty 500 Index Fund - Regular Plan	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Consumer Staples	4.57	2.61
Services	1.19	6.42
Financial	14.26	12.93
Technology	3	-
Materials	1.94	5.71
Energy	1.33	4.56
Metals & Mining	1.42	2.42
Chemicals	0.75	-
Automobile	1.52	22.07
Healthcare	1.62	16.13
Textiles	0.05	-
Capital Goods	2.75	18.83
Consumer Discretionary	0.17	-
Communication	0.07	-
Diversified	0.16	-
Construction	0.09	8.78
Others	-	-0.44

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