Motilal Oswal Nifty Smallcap 250 Index vs UTI Nifty Next 50 Index Fund compare

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

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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 Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Smallcap 250 Index - 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) ₹735 Cr ₹4360 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Sep 2019 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY SMALLCAP 250 TRI Nifty Next 50 TRI
Turn Over 60% 49%
Expense Ratio 1.04 0.79
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01924 INF789FC11T3
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -4.39% -7.17%
6 Month 14.98% 9.36%
1 Year 37.92% 52.62%
3 Year 20.53% 16.47%
5 Year 28.76% 19.61%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 22.84% 24.19%
3 Year 31.37% 27.74%
5 Year 31.69% 24.04%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 34.34% 9.37%
3 Year 27.36% 17.21%
5 Year 30.71% 16.87%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.99% 16.75%
Sharp 1.01% 0.93%
Beta 1.01% 1.15%
Alpha -1.31% 3.56%

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Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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

Others -0.06 1.96
Small Cap 87.34 -
Mid Cap 12.47 9.8
Large Cap 0.28 88.22

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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

Others -0.25 -
Agricultural Food & other Products 1.15 -
Gas 1.61 -
Food Products 0.58 -
Auto Components 5.49 -
Construction 5.44 2.6
IT - Services 1.29 -
Cement & Cement Products 1.11 -
Telecom - Equipment & Accessories 0.98 -
Transport Services 1.19 -
Chemicals & Petrochemicals 4.55 -
Capital Markets 8.05 -
Fertilizers & Agrochemicals 1.34 -
Finance 8.34 -
Banks 5.04 -
Pharmaceuticals & Biotechnology 6.26 -
Healthcare Services 2.81 -
Consumer Durables 5.95 -
Paper, Forest & Jute Products 0.92 -
Textiles & Apparels 1.53 -
Electrical Equipment 2.72 -
Industrial Manufacturing 4.03 -
Leisure Services 2.68 -
Ferrous Metals 0.64 -
IT - Software 3.63 -
Telecom - Services 1.29 -
Aerospace & Defense 1.06 -
Personal Products 0.58 -
Petroleum Products 1.03 -
Commercial Services & Supplies 1.68 -
Minerals & Mining 0.18 -
Non - Ferrous Metals 1.54 -
Industrial Products 6.12 -
Entertainment 1.08 -
Healthcare Equipment & Supplies 0.49 -
Agricultural, Commercial & Construction Vehicles 0.81 -
Cigarettes & Tobacco Products 0.32 -
Automobiles 0.41 -
Household Products 0.51 -
Power 1 -
Diversified 0.74 1.59
Transport Infrastructure 0.32 -
Retailing 0.94 -
Realty 2.06 -
Beverages 0.79 -
Capital Goods - 18.49
Healthcare - 2.47
Consumer Staples - 9.91
Financial - 19.29
Materials - 4.13
Insurance - 3.43
Energy - 11.27
Services - 14.13
Metals & Mining - 4.85
Chemicals - 2.24
Automobile - 5.58

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