Motilal Oswal Nifty Next 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹289 Cr | ₹4581 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Dec 2019 | 28 Jun 2018 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | Nifty Next 50 TRI |
Turn Over | 50% | 49% |
Expense Ratio | 1.03 | 0.8 |
Manager | Swapnil P Mayekar | Deepesh Agarwal |
ISIN Code | INF247L01AD9 | INF789FC11T3 |
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 Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 8.08% | 8.13% |
6 Month | -13.17% | -13.1% |
1 Year | 3.26% | 3.49% |
3 Year | 13.56% | 13.76% |
5 Year | 21.61% | 22.16% |
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 | -4.32% | -4.27% |
1 Year | -18.9% | -18.74% |
3 Year | 14.57% | 14.81% |
5 Year | 15.3% | 15.61% |
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 | 22.58% | 10.44% |
3 Year | 18.3% | 17.14% |
5 Year | 17.02% | 17.42% |
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 | 18.72% | 19.657% |
Sharp | 0.517% | 0.378% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 |
---|---|---|
Others | 0.29 | -0.16 |
Large Cap | 88.01 | 88.41 |
Mid Cap | 11.69 | 11.75 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.29 | -0.16 |
Industrials | 14.25 | 14.31 |
Healthcare | 5.81 | 5.83 |
Consumer Defensive | 10.41 | 10.46 |
Financial Services | 23.82 | 23.92 |
Basic Materials | 10.14 | 10.19 |
Utilities | 12.06 | 12.12 |
Technology | 2.1 | 2.11 |
Energy | 2.07 | 2.08 |
Real Estate | 3.52 | 3.53 |
Consumer Cyclical | 12.86 | 12.93 |
Communication Services | 2.66 | 2.68 |
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