Motilal Oswal Nifty 500 Index Fund vs UTI Nifty Next 50 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 Next 50 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 Next 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty 500 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1525 Cr ₹4360 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 02 Sep 2019 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY 500 TRI Nifty Next 50 TRI
Turn Over 10% 49%
Expense Ratio 0.88 0.79
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01940 INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month 1.48% 2.36%
6 Month 17.84% 28.54%
1 Year 39.54% 69.03%
3 Year 18.38% 22.88%
5 Year - 23.55%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 15.9% 32.87%
3 Year 36.07% 56.87%
5 Year 67.76% 91.94%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 22.71% 24.53%
3 Year 52.79% 62.34%
5 Year 73.86% 97.82%

Risk Management

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.78% 16.75%
Sharp 0.87% 0.93%
Beta 1% 1.15%
Alpha -1.07% 3.56%

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Fund Managers

Scheme Name Motilal Oswal Nifty 500 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name Swapnil P Mayekar Deepesh Agarwal
Total AUM ₹9006 Cr ₹35015 Cr
Fund Manage 9 9
Motilal Oswal Nifty 500 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Small Cap 2.63 -
Mid Cap 4.35 9.8
Large Cap 27.91 88.22
Others - 1.96

Sector Allocation

Scheme Name

Motilal Oswal Nifty 500 Index Fund - Regular Plan

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Consumer Staples 4.57 9.91
Services 1.19 14.13
Financial 14.26 19.29
Technology 3 -
Materials 1.94 4.13
Energy 1.33 11.27
Metals & Mining 1.42 4.85
Chemicals 0.75 2.24
Automobile 1.52 5.58
Healthcare 1.62 2.47
Textiles 0.05 -
Capital Goods 2.75 18.49
Consumer Discretionary 0.17 -
Communication 0.07 -
Diversified 0.16 1.59
Construction 0.09 2.6
Insurance - 3.43

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