Motilal Oswal Nifty Midcap 150 Index Fund vs UTI Nifty Next 50 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Nifty Next 50 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 Next 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Midcap 150 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) ₹1758 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 Midcap 150 Total Return Index Nifty Next 50 TRI
Turn Over 50% 49%
Expense Ratio 1 0.79
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01908 INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month 1.85% 2.36%
6 Month 22.86% 28.54%
1 Year 50.1% 69.03%
3 Year 27.41% 22.88%
5 Year - 23.55%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.12% 32.87%
3 Year 55.88% 56.87%
5 Year 109.83% 91.94%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 30.27% 8.9%
3 Year 26.92% 17.25%
5 Year 29.89% 16.83%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 14.7% 16.75%
Sharp 1.26% 0.93%
Beta 1.03% 1.15%
Alpha -1.23% 3.56%

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 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 Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

Others 1.08 1.96
Mid Cap 77.04 9.8
Large Cap 1.79 88.22
Small Cap 4.99 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

Others -0.11 -
Energy 5.85 11.27
Materials 4.01 4.13
Services 5.84 14.13
Financial 13.17 19.29
Technology 4.69 -
Healthcare 7.86 2.47
Capital Goods 12.09 18.49
Automobile 7.41 5.58
Chemicals 5.67 2.24
Construction 4.24 2.6
Metals & Mining 5.95 4.85
Communication 2.99 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 9.91
Diversified 0.32 1.59
Insurance 0.56 3.43
Textiles 0.98 -

Top Comparisons

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

3Y Returns14.86%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns27.16%

Compare Now

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

3Y Returns5.99%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns15.83%

Compare Now

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns5.41%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns5.61%

Compare Now

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns22.69%

VS

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

3Y Returns8.75%

Compare Now
Request call back
Add to Cart Successfully