UTI Nifty 200 Momentum 30 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Smallcap 250 Index - 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) ₹735 Cr ₹6972 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Sep 2019 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI Nifty 200 Momentum 30 TRI
Turn Over 60% 36%
Expense Ratio 1.04 0.92
Manager Swapnil P Mayekar Sharwan Kumar Goyal
ISIN Code INF247L01924 INF789F1AUS7
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 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 3.04% 2%
6 Month 21.77% 23.89%
1 Year 55.53% 66.97%
3 Year 27.16% 25.29%
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.34% 31.81%
3 Year 55.87% 64.81%
5 Year 116.92% 69.98%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 33.93% 18.99%
3 Year 27.56% 25.35%
5 Year 30.75% -

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.99% 17.24%
Sharp 1.01% 1.12%
Beta 1.01% 1.16%
Alpha -1.31% 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 Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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

Others -0.06 -0.44
Small Cap 87.34 -
Mid Cap 12.47 31.12
Large Cap 0.28 69.34

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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

Others -0.25 -0.44
Agricultural Food & other Products 1.15 -
Gas 1.61 -
Food Products 0.58 -
Auto Components 5.49 -
Construction 5.44 8.78
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 -
Transport Infrastructure 0.32 -
Retailing 0.94 -
Realty 2.06 -
Beverages 0.79 -
Healthcare - 16.13
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

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns21.22%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns22.75%

Compare Now

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

3Y Returns27.41%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns22.61%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns5.88%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns5.7%

Compare Now

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns5.37%

VS

UTI Dynamic Bond Fund - Regular Plan - Growth Option UTI Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns7.91%

Compare Now
Request call back
Add to Cart Successfully