Motilal Oswal Nifty 500 Index Fund vs UTI Nifty Next 50 Index Fund compare
Motilal Oswal Nifty 500 Index Fund - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹2022 Cr | ₹4692 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 10 Sep 2019 | 28 Jun 2018 |
| Category | Index Fund | Index Fund |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | Nifty Next 50 TRI |
| Turn Over | 10% | 49% |
| Expense Ratio | 0.88 | 0.8 |
| Manager | Swapnil P Mayekar | Deepesh Agarwal |
| ISIN Code | INF247L01940 | INF789FC11T3 |
| 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 Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.54% | 1.88% |
| 6 Month | 0.42% | -4.53% |
| 1 Year | 16.24% | 31.89% |
| 3 Year | 14.86% | 18.28% |
| 5 Year | 17.6% | 19.48% |
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.08% | 11.75% |
| 3 Year | 18.74% | 25.76% |
| 5 Year | 19.72% | 23.03% |
| Scheme Name | Motilal Oswal Nifty 500 Index Fund - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.4% | 9.37% |
| 3 Year | 18.4% | 17.21% |
| 5 Year | 20.62% | 16.87% |
| 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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| 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 |
| 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 |
| 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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