UTI Nifty 200 Momentum 30 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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 Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan 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) ₹1758 Cr ₹6972 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 02 Sep 2019 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 Total Return Index Nifty 200 Momentum 30 TRI
Turn Over 50% 36%
Expense Ratio 1 0.92
Manager Swapnil P Mayekar Sharwan Kumar Goyal
ISIN Code INF247L01908 INF789F1AUS7
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month -7.25% -11.03%
6 Month 4.77% -2.87%
1 Year 29.03% 34.27%
3 Year 19.41% 16.03%
5 Year 26.2% -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.07% 18.82%
3 Year 29.2% 29.96%
5 Year 29.28% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 30.5% 19.39%
3 Year 26.95% 25.25%
5 Year 29.91% -

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 14.7% 17.24%
Sharp 1.26% 1.12%
Beta 1.03% 1.16%
Alpha -1.23% 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 Midcap 150 Index Fund - Regular Plan 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 Midcap 150 Index Fund - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

Others 1.08 -0.44
Mid Cap 77.04 31.12
Large Cap 1.79 69.34
Small Cap 4.99 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

Others -0.11 -0.44
Energy 5.85 4.56
Materials 4.01 5.71
Services 5.84 6.42
Financial 13.17 12.93
Technology 4.69 -
Healthcare 7.86 16.13
Capital Goods 12.09 18.83
Automobile 7.41 22.07
Chemicals 5.67 -
Construction 4.24 8.78
Metals & Mining 5.95 2.42
Communication 2.99 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 2.61
Diversified 0.32 -
Insurance 0.56 -
Textiles 0.98 -

Top Comparisons

Franklin India Bluechip Fund-Growth Franklin India Bluechip Fund-Growth

3Y Returns10.12%

VS

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns15.51%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns22.37%

VS

Aditya Birla Sun Life Small Cap Fund - GROWTH Aditya Birla Sun Life Small Cap Fund - GROWTH

3Y Returns14.94%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.17%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns5.76%

Compare Now

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns6.2%

VS

Axis Treasury Advantage Fund - Regular Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns6.2%

Compare Now
Request call back
Add to Cart Successfully