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
| 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) | ₹2022 Cr | ₹8121 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 | 0.91 |
| 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 |
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.98% | -10.34% |
| 6 Month | -6.26% | -14.47% |
| 1 Year | 9.06% | 5.47% |
| 3 Year | 12.11% | 13.8% |
| 5 Year | 16.35% | - |
| 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 | -0.5% | -13.04% |
| 3 Year | 15.72% | 19.77% |
| 5 Year | 17.78% | - |
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.4% | 19.39% |
| 3 Year | 18.4% | 25.25% |
| 5 Year | 20.62% | - |
| 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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| 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 |
| 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 |
| 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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