UTI Nifty 200 Momentum 30 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹289 Cr | ₹7668 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Dec 2019 | 10 Mar 2021 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 50% | 36% |
Expense Ratio | 1.03 | 0.92 |
Manager | Swapnil P Mayekar | Sharwan Kumar Goyal |
ISIN Code | INF247L01AD9 | INF789F1AUS7 |
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 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.59% | -4.69% |
6 Month | -18.54% | -22.29% |
1 Year | 3.27% | -4.9% |
3 Year | 14.36% | 13.74% |
5 Year | 15.54% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -18.46% | -26.08% |
3 Year | 14.87% | 13.57% |
5 Year | 16.45% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.58% | 20.19% |
3 Year | 18.3% | 24.03% |
5 Year | 17.02% | - |
Risk Management
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.72% | 19.196% |
Sharp | 0.517% | 0.48% |
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 Next 50 Index Fund - Regular plan - Growth | 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 Next 50 Index Fund - Regular plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.06 | -0.44 |
Large Cap | 89.08 | 69.34 |
Mid Cap | 11.03 | 31.12 |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.06 | -0.44 |
Electrical Equipment | 5.07 | - |
Pharmaceuticals & Biotechnology | 5.47 | - |
Personal Products | 2.9 | - |
Finance | 14.49 | - |
Banks | 5.62 | - |
Aerospace & Defense | 3.26 | - |
Cement & Cement Products | 2.9 | - |
Insurance | 3.61 | - |
Power | 9.38 | - |
Gas | 2.98 | - |
Consumer Durables | 1.74 | - |
Retailing | 12.85 | - |
Beverages | 5.47 | - |
Diversified Metals | 3.09 | - |
IT - Software | 2.12 | - |
Petroleum Products | 2.1 | - |
Realty | 3.76 | - |
Chemicals & Petrochemicals | 1.83 | - |
Auto Components | 3.1 | - |
Leisure Services | 0.97 | - |
Automobiles | 2.28 | - |
Transport Services | 3.67 | - |
Ferrous Metals | 1.45 | - |
Healthcare | - | 16.13 |
Construction | - | 8.78 |
Financial | - | 12.93 |
Automobile | - | 22.07 |
Capital Goods | - | 18.83 |
Consumer Staples | - | 2.61 |
Materials | - | 5.71 |
Services | - | 6.42 |
Metals & Mining | - | 2.42 |
Energy | - | 4.56 |
Top Comparisons
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.56%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.56%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns16.91%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns11.34%
Franklin India Flexi Cap Fund - Growth
3Y Returns15.85%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns12.82%
Kotak Money Market Scheme - (Growth)
3Y Returns6.77%
Kotak Money Market Scheme - (Growth)
3Y Returns6.77%