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

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

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tortoise-icon UTI Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹266 Cr ₹4360 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Dec 2019 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Next 50 TRI Nifty Next 50 TRI
Turn Over 50% 49%
Expense Ratio 1.03 0.79
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01AD9 INF789FC11T3
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month 2.34% 2.36%
6 Month 28.31% 28.54%
1 Year 68.54% 69.03%
3 Year 22.64% 22.88%
5 Year - 23.55%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 32.64% 32.87%
3 Year 56.37% 56.87%
5 Year 83.93% 91.94%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 26.3% 24.53%
3 Year 62.02% 62.34%
5 Year 89.14% 97.82%

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.73% 16.75%
Sharp 0.91% 0.93%
Beta 1.15% 1.15%
Alpha 3.32% 3.56%

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Fund Managers

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 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 Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

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

Large Cap 88.14 88.22
Mid Cap 9.77 9.8
Others 2.12 1.96

Sector Allocation

Scheme Name

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

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

Capital Goods 18.47 18.49
Services 14.11 14.13
Energy 11.26 11.27
Financial 19.27 19.29
Metals & Mining 4.85 4.85
Construction 2.6 2.6
Automobile 5.56 5.58
Consumer Staples 9.9 9.91
Chemicals 2.24 2.24
Insurance 3.42 3.43
Materials 4.13 4.13
Diversified 1.59 1.59
Healthcare 2.47 2.47
Others 0.16 -

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