Motilal Oswal Nifty 500 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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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