UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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

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tortoise-icon UTI Nifty 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 Midcap 150 Index Fund - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1894 Cr ₹19626 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 10 Sep 2019 28 Mar 2000
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 Total Return Index NIFTY 50 TRI
Turn Over 50% 5%
Expense Ratio 1 0.25
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01908 INF789F01JN2
Exits Load Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Month -8.64% -6.45%
6 Month -6.86% -5.16%
1 Year 12.77% 6.67%
3 Year 17.87% 9.15%
5 Year 24.81% 14.25%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.03% 1.44%
3 Year 25.08% 13.16%
5 Year 26.5% 15.44%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 30.5% 13.56%
3 Year 26.95% 13.19%
5 Year 29.91% 12.86%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 14.7% 12.47%
Sharp 1.26% 0.69%
Beta 1.03% 0.99%
Alpha -1.23% -1.72%

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Fund Managers

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty 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 Midcap 150 Index Fund - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 1.08 0.04
Mid Cap 77.04 -
Large Cap 1.79 99.97
Small Cap 4.99 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.11 0.04
Energy 5.85 -
Materials 4.01 -
Services 5.84 -
Financial 13.17 -
Technology 4.69 -
Healthcare 7.86 -
Capital Goods 12.09 -
Automobile 7.41 -
Chemicals 5.67 -
Construction 4.24 3.92
Metals & Mining 5.95 -
Communication 2.99 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 -
Diversified 0.32 -
Insurance 0.56 1.38
Textiles 0.98 -
Petroleum Products - 8.86
IT - Software - 12.93
Ferrous Metals - 1.98
Consumer Durables - 2.46
Diversified FMCG - 6.25
Non - Ferrous Metals - 0.92
Banks - 29.4
Pharmaceuticals & Biotechnology - 3.33
Cement & Cement Products - 2.08
Automobiles - 7.42
Agricultural Food & other Products - 0.6
Oil - 0.95
Food Products - 1.37
Aerospace & Defense - 0.94
Finance - 3.46
Telecom - Services - 3.98
Metals & Minerals Trading - 0.64
Healthcare Services - 0.65
Consumable Fuels - 0.94
Power - 3.12
Transport Infrastructure - 0.93
Retailing - 1.46

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