UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1982 Cr | ₹20351 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 | 8.11% | 5.43% |
6 Month | -14.4% | -9.32% |
1 Year | 4.65% | 4.83% |
3 Year | 19.03% | 10.6% |
5 Year | 33.41% | 24.07% |
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 | -7.13% | -1.2% |
1 Year | -13.73% | -3.14% |
3 Year | 18.55% | 12.05% |
5 Year | 22.09% | 14.33% |
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 | 29.32% | 13.52% |
3 Year | 26.61% | 13.1% |
5 Year | 27.4% | 12.93% |
Risk Management
Scheme Name | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.194% | 13.113% |
Sharp | 0.828% | 0.35% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 0.33 | 0.7 |
Mid Cap | 87.61 | 1.28 |
Large Cap | 5.92 | 98.02 |
Small Cap | 6.14 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.33 | -0.17 |
Utilities | 1.96 | 2.64 |
Industrials | 18.5 | 5.45 |
Financial Services | 20.17 | 36.6 |
Basic Materials | 11.22 | 6.03 |
Technology | 9.96 | 13.17 |
Healthcare | 11.46 | 3.83 |
Consumer Cyclical | 13.23 | 9.62 |
Real Estate | 3.28 | - |
Energy | 2.43 | 10.95 |
Communication Services | 3.13 | 4.25 |
Consumer Defensive | 4.35 | 7.65 |
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