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 Risk | Very High Risk |
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 | -6.31% | -0.87% |
6 Month | -13.78% | -7.73% |
1 Year | 3.74% | 4.24% |
3 Year | 19.73% | 10.73% |
5 Year | 22.43% | 14.43% |
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 | -12.14% | -5% |
3 Year | 18.55% | 10.84% |
5 Year | 22.84% | 14.36% |
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% | 12.717% |
Sharp | 0.828% | 0.441% |
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 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 | -0.02 | 0.04 |
Mid Cap | 87.51 | - |
Large Cap | 6.16 | 99.97 |
Small Cap | 6.4 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.02 | 0.04 |
Power | 1.29 | 3.12 |
Industrial Products | 7.19 | - |
Finance | 5.53 | 3.46 |
Banks | 6.34 | 29.4 |
Cement & Cement Products | 1.38 | 2.08 |
IT - Services | 0.78 | - |
Healthcare Services | 4.26 | 0.65 |
Pharmaceuticals & Biotechnology | 7.13 | 3.33 |
Electrical Equipment | 4.42 | - |
Agricultural, Commercial & Construction Vehicles | 1.24 | - |
IT - Software | 7.08 | 12.93 |
Leisure Services | 3.06 | - |
Auto Components | 7.41 | - |
Chemicals & Petrochemicals | 3.5 | - |
Realty | 3.74 | - |
Petroleum Products | 1.23 | 8.86 |
Transport Services | 1.15 | - |
Ferrous Metals | 1.59 | 1.98 |
Capital Markets | 3.72 | - |
Telecom - Services | 2.74 | 3.98 |
Fertilizers & Agrochemicals | 2.65 | - |
Aerospace & Defense | 0.3 | 0.94 |
Personal Products | 1.8 | - |
Insurance | 1.68 | 1.38 |
Agricultural Food & other Products | 1.7 | 0.6 |
Gas | 1.44 | - |
Consumer Durables | 4.55 | 2.46 |
Diversified | 0.47 | - |
Industrial Manufacturing | 1.05 | - |
Non - Ferrous Metals | 0.39 | 0.92 |
Oil | 0.69 | 0.95 |
Retailing | 0.98 | 1.46 |
Construction | 1.03 | 3.92 |
Financial Technology (Fintech) | 3.05 | - |
Entertainment | 0.17 | - |
Minerals & Mining | 0.67 | - |
Beverages | 0.45 | - |
Textiles & Apparels | 1.15 | - |
Transport Infrastructure | 1.07 | 0.93 |
Diversified FMCG | - | 6.25 |
Automobiles | - | 7.42 |
Food Products | - | 1.37 |
Metals & Minerals Trading | - | 0.64 |
Consumable Fuels | - | 0.94 |
Top Comparisons
SBI PSU Fund - Regular Plan -Growth
3Y Returns29.51%
Invesco India PSU Equity Fund - Growth
3Y Returns27.06%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns9.57%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns10.01%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns22.64%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns18.24%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns18.24%