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

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tortoise-icon Motilal Oswal Nifty 500 Index Fund - Regular Plan

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

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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 Risk Very High Risk
Asset Size (Cr) ₹2040 Cr ₹7668 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 10 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 Motilal Oswal Nifty 500 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 500 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month -3.4% -4.69%
6 Month -11.54% -22.29%
1 Year 2.59% -4.9%
3 Year 12.25% 13.74%
5 Year 15.61% -

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 -10.59% -26.89%
3 Year 11.71% 13.32%
5 Year 15.17% -

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 20.17% 20.19%
3 Year 18.05% 24.03%
5 Year 18.26% -

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 13.77% 19.196%
Sharp 0.51% 0.48%
Beta - -
Alpha - -

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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

Others 0.01 -0.44
Large Cap 69.72 69.34
Mid Cap 19.3 31.12
Small Cap 10.95 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

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

Others 0.01 -0.44
Petroleum Products 5.35 -
Power 3.21 -
Gas 0.82 -
Electrical Equipment 1.83 -
Industrial Products 1.99 -
Finance 5.61 -
Banks 19.52 -
IT - Software 10.07 -
Food Products 0.8 -
Auto Components 2.18 -
Construction 2.99 8.78
Cement & Cement Products 2.01 -
IT - Services 0.28 -
Pharmaceuticals & Biotechnology 4.99 -
Telecom - Equipment & Accessories 0.07 -
Personal Products 0.77 -
Transport Services 0.8 -
Ferrous Metals 1.6 -
Chemicals & Petrochemicals 1.43 -
Consumer Durables 3.07 -
Capital Markets 1.82 -
Fertilizers & Agrochemicals 0.65 -
Healthcare Services 1.55 -
Diversified FMCG 3.56 -
Agricultural Food & other Products 0.75 -
Non - Ferrous Metals 0.68 -
Insurance 1.54 -
Agricultural, Commercial & Construction Vehicles 0.3 -
Leisure Services 1.01 -
Paper, Forest & Jute Products 0.07 -
Textiles & Apparels 0.33 -
Automobiles 4.56 -
Aerospace & Defense 1.13 -
Industrial Manufacturing 0.55 -
Realty 1.44 -
Telecom - Services 2.93 -
IT - Hardware 0.02 -
Commercial Services & Supplies 0.19 -
Minerals & Mining 0.13 -
Entertainment 0.19 -
Retailing 2.85 -
Beverages 0.91 -
Diversified Metals 0.41 -
Healthcare Equipment & Supplies 0.05 -
Oil 0.63 -
Diversified 0.14 -
Cigarettes & Tobacco Products 0.04 -
Household Products 0.05 -
Financial Technology (Fintech) 0.57 -
Metals & Minerals Trading 0.34 -
Transport Infrastructure 0.72 -
Consumable Fuels 0.47 -
Healthcare - 16.13
Financial - 12.93
Automobile - 22.07
Capital Goods - 18.83
Consumer Staples - 2.61
Materials - 5.71
Services - 6.42
Metals & Mining - 2.42
Energy - 4.56

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