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 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 -2.66% -4.73%
6 Month 3.44% -3.22%
1 Year 25.65% 36.92%
3 Year 13.65% 16.92%
5 Year 17.9% -

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 - 6.39%
3 Year - 26.91%
5 Year - -

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 20.4% 19.39%
3 Year 18.4% 25.25%
5 Year 20.62% -

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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