Motilal Oswal Nifty Midcap 150 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Midcap 150 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) ₹1758 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 Midcap 150 Total Return Index Nifty 200 Momentum 30 TRI
Turn Over 50% 36%
Expense Ratio 1 0.92
Manager Swapnil P Mayekar Sharwan Kumar Goyal
ISIN Code INF247L01908 INF789F1AUS7
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 1.85% 2%
6 Month 22.86% 23.89%
1 Year 50.1% 66.97%
3 Year 27.41% 25.29%
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.12% 31.81%
3 Year 55.88% 64.81%
5 Year 109.83% 69.98%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 32.44% 24.08%
3 Year 81.34% 70.45%
5 Year 119.08% 72%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 14.7% 17.24%
Sharp 1.26% 1.12%
Beta 1.03% 1.16%
Alpha -1.23% 7.34%

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Fund Managers

Scheme Name Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 1.08 -0.44
Mid Cap 77.04 31.12
Large Cap 1.79 69.34
Small Cap 4.99 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others -0.11 -0.44
Energy 5.85 4.56
Materials 4.01 5.71
Services 5.84 6.42
Financial 13.17 12.93
Technology 4.69 -
Healthcare 7.86 16.13
Capital Goods 12.09 18.83
Automobile 7.41 22.07
Chemicals 5.67 -
Construction 4.24 8.78
Metals & Mining 5.95 2.42
Communication 2.99 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 2.61
Diversified 0.32 -
Insurance 0.56 -
Textiles 0.98 -

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