Motilal Oswal Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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 Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 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) ₹297 Cr ₹8121 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 23 Dec 2019 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 50% 36%
Expense Ratio 1.03 0.91
Manager Swapnil P Mayekar Sharwan Kumar Goyal
ISIN Code INF247L01AD9 INF789F1AUS7
Exits Load Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 1.26% -0.39%
6 Month -4.03% -6.63%
1 Year 31.93% 23.9%
3 Year 18.06% 17.65%
5 Year 18.77% -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.41% 4.7%
3 Year 25.49% 26.41%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 21.49% 19.39%
3 Year 18.51% 25.25%
5 Year - -

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.73% 17.24%
Sharp 0.91% 1.12%
Beta 1.15% 1.16%
Alpha 3.32% 7.34%

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 Next 50 Index Fund - Regular plan - Growth 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 Next 50 Index Fund - Regular plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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

Others 2.12 -0.44
Large Cap 88.14 69.34
Mid Cap 9.77 31.12

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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

Others 0.16 -0.44
Capital Goods 18.47 18.83
Healthcare 2.47 16.13
Consumer Staples 9.9 2.61
Financial 19.27 12.93
Materials 4.13 5.71
Insurance 3.42 -
Energy 11.26 4.56
Services 14.11 6.42
Metals & Mining 4.85 2.42
Construction 2.6 8.78
Chemicals 2.24 -
Automobile 5.56 22.07
Diversified 1.59 -

Top Comparisons

Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

3Y Returns21.32%

VS

Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

3Y Returns21.32%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns11.81%

VS

Sundaram Global Brand Fund Regular Plan - Growth Sundaram Global Brand Fund Regular Plan - Growth

3Y Returns7.15%

Compare Now

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.55%

VS

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns5.1%

Compare Now

ITI Ultra Short Duration Fund Regular - Growth ITI Ultra Short Duration Fund Regular - Growth

3Y Returns5.5%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns6.43%

Compare Now
Request call back
Add to Cart Successfully