UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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) | ₹289 Cr | ₹20351 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Dec 2019 | 28 Mar 2000 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 50% | 5% |
Expense Ratio | 1.03 | 0.25 |
Manager | Swapnil P Mayekar | Deepesh Agarwal |
ISIN Code | INF247L01AD9 | INF789F01JN2 |
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 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.59% | -0.87% |
6 Month | -18.54% | -7.73% |
1 Year | 3.27% | 4.24% |
3 Year | 14.36% | 10.73% |
5 Year | 15.54% | 14.43% |
SIP Return Analysis
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -18.46% | -5% |
3 Year | 14.87% | 10.84% |
5 Year | 16.45% | 14.36% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.58% | 13.52% |
3 Year | 18.3% | 13.1% |
5 Year | 17.02% | 12.93% |
Risk Management
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.72% | 12.717% |
Sharp | 0.517% | 0.441% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth | 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 Next 50 Index Fund - Regular plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.06 | 0.04 |
Large Cap | 89.08 | 99.97 |
Mid Cap | 11.03 | - |
Sector Allocation
Scheme Name |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.06 | 0.04 |
Electrical Equipment | 5.07 | - |
Pharmaceuticals & Biotechnology | 5.47 | 3.33 |
Personal Products | 2.9 | - |
Finance | 14.49 | 3.46 |
Banks | 5.62 | 29.4 |
Aerospace & Defense | 3.26 | 0.94 |
Cement & Cement Products | 2.9 | 2.08 |
Insurance | 3.61 | 1.38 |
Power | 9.38 | 3.12 |
Gas | 2.98 | - |
Consumer Durables | 1.74 | 2.46 |
Retailing | 12.85 | 1.46 |
Beverages | 5.47 | - |
Diversified Metals | 3.09 | - |
IT - Software | 2.12 | 12.93 |
Petroleum Products | 2.1 | 8.86 |
Realty | 3.76 | - |
Chemicals & Petrochemicals | 1.83 | - |
Auto Components | 3.1 | - |
Leisure Services | 0.97 | - |
Automobiles | 2.28 | 7.42 |
Transport Services | 3.67 | - |
Ferrous Metals | 1.45 | 1.98 |
Construction | - | 3.92 |
Diversified FMCG | - | 6.25 |
Non - Ferrous Metals | - | 0.92 |
Agricultural Food & other Products | - | 0.6 |
Oil | - | 0.95 |
Food Products | - | 1.37 |
Telecom - Services | - | 3.98 |
Metals & Minerals Trading | - | 0.64 |
Healthcare Services | - | 0.65 |
Consumable Fuels | - | 0.94 |
Transport Infrastructure | - | 0.93 |
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