Motilal Oswal Nifty Midcap 150 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹1982 Cr | ₹7668 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 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 | Motilal Oswal Nifty Midcap 150 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 |
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 | -6.31% | -4.69% |
6 Month | -13.78% | -22.29% |
1 Year | 3.74% | -4.9% |
3 Year | 19.73% | 13.74% |
5 Year | 22.43% | - |
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 | -12.14% | -26.08% |
3 Year | 18.55% | 13.57% |
5 Year | 22.84% | - |
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 | 29.32% | 20.19% |
3 Year | 26.61% | 24.03% |
5 Year | 27.4% | - |
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 | 16.194% | 19.196% |
Sharp | 0.828% | 0.48% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | -0.02 | -0.44 |
Mid Cap | 87.51 | 31.12 |
Large Cap | 6.16 | 69.34 |
Small Cap | 6.4 | - |
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 | -0.02 | -0.44 |
Power | 1.29 | - |
Industrial Products | 7.19 | - |
Finance | 5.53 | - |
Banks | 6.34 | - |
Cement & Cement Products | 1.38 | - |
IT - Services | 0.78 | - |
Healthcare Services | 4.26 | - |
Pharmaceuticals & Biotechnology | 7.13 | - |
Electrical Equipment | 4.42 | - |
Agricultural, Commercial & Construction Vehicles | 1.24 | - |
IT - Software | 7.08 | - |
Leisure Services | 3.06 | - |
Auto Components | 7.41 | - |
Chemicals & Petrochemicals | 3.5 | - |
Realty | 3.74 | - |
Petroleum Products | 1.23 | - |
Transport Services | 1.15 | - |
Ferrous Metals | 1.59 | - |
Capital Markets | 3.72 | - |
Telecom - Services | 2.74 | - |
Fertilizers & Agrochemicals | 2.65 | - |
Aerospace & Defense | 0.3 | - |
Personal Products | 1.8 | - |
Insurance | 1.68 | - |
Agricultural Food & other Products | 1.7 | - |
Gas | 1.44 | - |
Consumer Durables | 4.55 | - |
Diversified | 0.47 | - |
Industrial Manufacturing | 1.05 | - |
Non - Ferrous Metals | 0.39 | - |
Oil | 0.69 | - |
Retailing | 0.98 | - |
Construction | 1.03 | 8.78 |
Financial Technology (Fintech) | 3.05 | - |
Entertainment | 0.17 | - |
Minerals & Mining | 0.67 | - |
Beverages | 0.45 | - |
Textiles & Apparels | 1.15 | - |
Transport Infrastructure | 1.07 | - |
Healthcare | - | 16.13 |
Financial | - | 12.93 |
Automobile | - | 22.07 |
Capital Goods | - | 18.83 |
Consumer Staples | - | 2.61 |
Materials | - | 5.71 |
Services | - | 6.42 |
Metals & Mining | - | 2.42 |
Energy | - | 4.56 |
Top Comparisons
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Quant Small Cap Fund-Growth
3Y Returns21.2%
Kotak Bluechip Fund - Growth
3Y Returns12%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns11.78%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns12.62%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns6.15%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns0%