Motilal Oswal Nifty Smallcap 250 Index vs UTI Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹796 Cr | ₹4581 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 10 Sep 2019 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | Nifty Next 50 TRI |
Turn Over | 60% | 49% |
Expense Ratio | 1.04 | 0.8 |
Manager | Swapnil P Mayekar | Deepesh Agarwal |
ISIN Code | INF247L01924 | INF789FC11T3 |
Exits Load | Motilal Oswal Nifty Smallcap 250 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 Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.4% | 4% |
6 Month | -12.35% | -10.67% |
1 Year | 3.34% | 5.63% |
3 Year | 16.75% | 14.66% |
5 Year | 33.91% | 23.11% |
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 | -4.17% | -0.98% |
1 Year | -15.13% | -12.27% |
3 Year | 17.93% | 17.86% |
5 Year | 21.79% | 17.53% |
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 | 32.79% | 10.44% |
3 Year | 26.54% | 17.14% |
5 Year | 29.13% | 17.42% |
Risk Management
Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.328% | 19.657% |
Sharp | 0.577% | 0.378% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 0.4 | -0.16 |
Small Cap | 91.55 | - |
Mid Cap | 8.32 | 11.75 |
Large Cap | - | 88.41 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.66 | -0.16 |
Utilities | 1.92 | 12.12 |
Consumer Defensive | 4.25 | 10.46 |
Consumer Cyclical | 9.84 | 12.93 |
Technology | 7.93 | 2.11 |
Communication Services | 2.92 | 2.68 |
Industrials | 21.16 | 14.31 |
Basic Materials | 14.14 | 10.19 |
Financial Services | 20.52 | 23.92 |
Healthcare | 13.15 | 5.83 |
Energy | 1.57 | 2.08 |
Real Estate | 2.21 | 3.53 |
Top Comparisons
ITI Multi Cap Fund Regular - Growth
3Y Returns18.18%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.8%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns16.86%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns6.38%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns16.88%