Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

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

Invest Now

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) ₹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 Index
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 2.37% 1.85%
6 Month -4.44% -15.75%
1 Year 5.29% -9.58%
3 Year 20.53% 14.28%
5 Year 31.57% -

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 0.4% -4.41%
1 Year -6.9% -23.96%
3 Year 20.14% 13.59%
5 Year 22.41% -

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-icons

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
Funds Managed 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 0.33 -0.09
Mid Cap 87.61 35.1
Large Cap 5.92 64.99
Small Cap 6.14 -

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 0.33 -0.09
Utilities 1.96 -
Industrials 18.5 5.96
Financial Services 20.17 8.6
Basic Materials 11.22 2.73
Technology 9.96 31.12
Healthcare 11.46 14.43
Consumer Cyclical 13.23 24.56
Real Estate 3.28 -
Energy 2.43 0.91
Communication Services 3.13 9.62
Consumer Defensive 4.35 2.16

Top Comparisons

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns6.89%

VS

INVESCO INDIA SHORT DURATION FUND - Growth INVESCO INDIA SHORT DURATION FUND - Growth

3Y Returns6.51%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns18.87%

VS

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns12.36%

Compare Now

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

3Y Returns12.89%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns15.97%

Compare Now

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns6.89%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns6.66%

Compare Now
Add to Cart Successfully