UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Invest Now

tortoise-icon UTI Nifty 50 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 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 Very High
Asset Size (Cr) ₹297 Cr ₹19626 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 0.96% -1.36%
6 Month -3.6% 0.67%
1 Year 31.55% 11.33%
3 Year 17.99% 12.55%
5 Year - 14.82%

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 11.41% 4.73%
3 Year 25.49% 14.32%
5 Year - 16.58%

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 21.49% 13.56%
3 Year 18.51% 13.19%
5 Year - 12.86%

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 16.73% 12.47%
Sharp 0.91% 0.69%
Beta 1.15% 0.99%
Alpha 3.32% -1.72%

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 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 2.12 0.04
Large Cap 88.14 99.97
Mid Cap 9.77 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 0.16 0.04
Capital Goods 18.47 -
Healthcare 2.47 -
Consumer Staples 9.9 -
Financial 19.27 -
Materials 4.13 -
Insurance 3.42 1.38
Energy 11.26 -
Services 14.11 -
Metals & Mining 4.85 -
Construction 2.6 3.92
Chemicals 2.24 -
Automobile 5.56 -
Diversified 1.59 -
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

Top Comparisons

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

HDFC Non-Cyclical Consumer Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns23.39%

VS

Axis Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth

3Y Returns17.87%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns6.66%

VS

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns6.08%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns0%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns9.06%

Compare Now
Request call back
Add to Cart Successfully